C.G. Schmidt, Inc. Defined Contribution Plan — Form 5500 plan (C.G. Schmidt, 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, C.G. Schmidt, Inc. Defined Contribution Plan is a benefit plan reported by C.G. Schmidt, Inc. under EIN 39-0755565 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $33,137,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- C.G. Schmidt, Inc.
- EIN
- 39-0755565
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $33,137,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241003140855NAL0017830976001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,137,005
- Total liabilities (EOY)
- $1,987
- Net assets (EOY)
- $33,135,018
- Net assets (BOY)
- $27,821,106
Income & contributions
- Employer contributions
- $621,605
- Participant contributions
- $1,324,949
- Total contributions
- $2,112,644
- Total income / additions
- $7,195,364
Expenses & distributions
- Benefits paid
- $1,790,956
- Administrative expenses
- $88,509
- Total expenses
- $1,881,452
- Net increase / (decrease)
- $5,313,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $34,009 | not reported in the loaded dataset | 2023 |
| Harbour Investments Inc | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Wipfli | NONE | $24,500 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for C.G. Schmidt, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Oneamerica Retirement Services LLC — Schedule C compensation
- Harbour Investments Inc — Schedule C compensation
- Wipfli — Schedule C compensation
- Matrix Trust Company — Schedule C compensation