Retirement plan

SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN

Name: SCHULMERICH & ASSOCIATES - SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN (2025) Form 5500
Creator: SCHULMERICH & ASSOCIATES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN, SCHULMERICH & ASSOCIATES

SCHULMERICH & ASSOCIATESEIN 93-0843898Plan #002PY 2025

3030 GRAND BAY BLVD UNIT 332 BLDG 3 - LONGBOATKEY, FL 34228503-672-7750

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$9.6M

+43.2% from 2024

Total participants

0.0% from 2024

Average account balance

No prior year

Annual return

45.69%

+15.26 pp from 2024

Benchmarks

See 29,044 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort29,044 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.63M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$2.4M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$115K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+45.69%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$281K

$70274 / participant

Other / not subdivided$281K100.0%

% of EOY assets

2.920%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$209,336-100.0%

$197,124-100.0%

$137,256-100.0%

Participation rate

0.0%

87.3%-87.3pp

86.7%-86.7pp

80.0%-80.0pp

Annual return

45.69%

48.09%-2.4pp

44.34%+1.3pp

220.34%-174.7pp

Employer contribution / active EE

$28,680

$6,591+335.2%

$6,227+360.5%

$4,156+590.1%

Participant deferral / active EE

$9,614-100.0%

$9,135-100.0%

$6,407-100.0%

Admin fee / account holder

$17,308-100.0%

$16,298-100.0%

$12,270-100.0%

SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCHULMERICH & ASSOCIATES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion