Plan5500

A.L. Schutzman Company, Inc. 401k Profit Sharing Plan — Form 5500 plan (A.L. Schutzman Company)

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, A.L. Schutzman Company, Inc. 401k Profit Sharing Plan is a benefit plan reported by A.L. Schutzman Company under EIN 39-0602420 and plan number 002. The latest loaded filing year is 2023. The filing reports 170 participants and $7,254,283 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A.L. Schutzman Company
EIN
39-0602420
Plan number
002
Plan type
2
Location
Waukesha, WI
Latest filing year
2023
Participants
170
End-of-year plan assets
$7,254,283

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20241002091335NAL0003916371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,254,283
Total liabilities (EOY)
$0
Net assets (EOY)
$7,254,283
Net assets (BOY)
$7,332,689

Income & contributions

Employer contributions
$56,770
Participant contributions
$598,929
Total contributions
$662,112
Total income / additions
$1,502,881

Expenses & distributions

Benefits paid
$247,207
Administrative expenses
$51,934
Total expenses
$299,141
Net increase / (decrease)
$1,203,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Retirement Plan ServicRETAINED BY EMPLOYER$25,366$02023
Morgan StanleyRETAINED BY EMPLOYER$14,068not reported in the loaded dataset2023
Sikich Cpa LLCRETAINED BY EMPLOYER$12,500not reported in the loaded dataset2023

Related Form 5500 pages