Joe Schuerman LLC Dba Schuerman Auto Repair Inc — Form 5500 plan (Joe Schuerman LLC)

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, Joe Schuerman LLC Dba Schuerman Auto Repair Inc is a benefit plan reported by Joe Schuerman LLC under EIN 83-2188863 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,959,018 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2MPlan net assets, end of year$1,959,018
Participants4Covered participants reported
Assets / participant$489.8KComputed: assets ÷ participants$489,755 (computed)
Provider compensationNone reported
Plan sponsor
Joe Schuerman LLC
EIN
83-2188863
Plan number
001
Plan type
2
Location
Cedar Falls, IA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    4 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$804.6K
Total expenses$0
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,959,018
Net assets (EOY)
$1,959,018
Net assets (BOY)
$1,154,449

Income & contributions

Total income / additions
$804,569

Expenses & distributions

Total expenses
$0
Net increase / (decrease)
$804,569
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

What to inspect next

Frequently asked questions

Who sponsors the Joe Schuerman LLC Dba Schuerman Auto Repair Inc?
Joe Schuerman LLC Dba Schuerman Auto Repair Inc is reported as sponsored by Joe Schuerman LLC (EIN 83-2188863, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Joe Schuerman LLC Dba Schuerman Auto Repair Inc?
The latest Form 5500 filing year loaded for Joe Schuerman LLC Dba Schuerman Auto Repair Inc is 2023.
How many participants does Joe Schuerman LLC Dba Schuerman Auto Repair Inc report?
Joe Schuerman LLC Dba Schuerman Auto Repair Inc reports 4 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Joe Schuerman LLC Dba Schuerman Auto Repair Inc?
Joe Schuerman LLC Dba Schuerman Auto Repair Inc reports $1,959,018 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages