Original filing (PDF)20241203075407NAL0001502387001

SCHAUB EXCAVATING, INC.

Name: SCHAUB EXCAVATING, INC. — SCHAUB EXCAVATING, INC. PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SCHAUB EXCAVATING, INC.

Form 5500-SF

FILING_RECEIVED

SCHAUB EXCAVATING, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SCHAUB EXCAVATING, INC..

Plan sponsor

Name

SCHAUB EXCAVATING, INC.

EIN

34-1246065

Address

13549 LINZEE ROAD · WAPAKONETA, OH · 45895

Phone

(419) 738-8438

Industry

Manufacturingsee all

Plan administrator

Name

SCHAUB EXCAVATING, INC.

EIN

34-1246065

City

WAPAKONETA, OH

Phone

(419) 738-8438

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2024-12-03

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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