Shuman Enterprises, Inc. Retirement Plan — Form 5500 plan (Shuman Enterprises, 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, Shuman Enterprises, Inc. Retirement Plan is a benefit plan reported by Shuman Enterprises, Inc. under EIN 45-2954610 and plan number 001. The latest loaded filing year is 2023. The filing reports 16 participants and $1,484,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shuman Enterprises, Inc.
EIN
45-2954610
Plan number
001
Plan type
2
Location
Webster, NY
Latest filing year
2023
Participants
16
End-of-year plan assets
$1,484,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316I20250111105305NAL0031495442001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,484,218
Net assets (EOY)
$1,484,218
Net assets (BOY)
$1,204,454

Income & contributions

Total income / additions
$279,764

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$279,764

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages