Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Schmitty & Sons Holdings, 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, Schmitty & Sons Holdings, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Schmitty & Sons Holdings, Inc. under EIN 81-0928055 and plan number 002. The latest loaded filing year is 2023. The filing reports 543 participants and $39,258,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmitty & Sons Holdings, Inc.
- EIN
- 81-0928055
- Plan number
- 002
- Plan type
- 2
- Location
- Lakeville, MN
- Latest filing year
- 2023
- Participants
- 543
- End-of-year plan assets
- $39,258,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 543 | H | 20250415144406NAL0005780560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,258,954
- Total liabilities (EOY)
- $431,645
- Net assets (EOY)
- $38,827,309
- Net assets (BOY)
- $31,309,298
Income & contributions
- Employer contributions
- $980,600
- Total contributions
- $980,600
- Total income / additions
- $8,490,975
Expenses & distributions
- Benefits paid
- $962,529
- Administrative expenses
- $80
- Total expenses
- $972,964
- Net increase / (decrease)
- $7,518,011
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.