Schupan & Sons, Inc. Profit Sharing And 401(K) Savings Plan — Form 5500 plan (Schupan & Sons, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Schupan & Sons, Inc. Profit Sharing And 401(K) Savings Plan is a benefit plan reported by Schupan & Sons, Inc. under EIN 38-2116904 and plan number 003. The latest loaded filing year is 2023. The filing reports 861 participants and $34,834,443 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schupan & Sons, Inc.
EIN
38-2116904
Plan number
003
Plan type
2
Location
Kalamazoo, MI
Latest filing year
2023
Participants
861
End-of-year plan assets
$34,834,443

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023861H, C20241010105317NAL0011390675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,834,443
Total liabilities (EOY)
$0
Net assets (EOY)
$34,834,443
Net assets (BOY)
$27,813,997

Income & contributions

Employer contributions
$961,629
Participant contributions
$2,653,317
Total contributions
$3,851,245
Total income / additions
$8,813,297

Expenses & distributions

Benefits paid
$1,693,020
Administrative expenses
$99,831
Total expenses
$1,792,851
Net increase / (decrease)
$7,020,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greenleaf TrustTRUSTEE$99,831not reported in the loaded dataset2023

Related Form 5500 pages