How big is Swisher & Schumann, Ltd. DBA Schumann Financial's plan?

Swisher & Schumann, Ltd. DBA Schumann Financial's plan reported $10K in assets and 7 participants for 2024.

Original filing (PDF)20251008185653NAL0006245265001

Swisher & Schumann, Ltd. DBA Schumann Financial

Name: Swisher & Schumann, Ltd. DBA Schumann Financial — Form 5500 Plan 001 (2024)
Creator: Swisher & Schumann, Ltd. DBA Schumann Financial
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schumann Financial 401(k) Plan

401(k) retirement plan · Swisher & Schumann, Ltd. DBA Schumann Financial's Schumann Financial 401(k) Plan held $10K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Lateef Harris signed Swisher & Schumann, Ltd. DBA Schumann Financial's 2024 Form 5500 as plan administrator.

Lateef Harris — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Swisher & Schumann, Ltd. DBA Schumann Financial's EIN is 37-1238623.

EIN 37-1238623

Plan number 001

Plan year 2024

ACK ID 20251008185653NAL0006245265001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swisher & Schumann, Ltd. DBA Schumann Financial from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swisher & Schumann, Ltd. DBA Schumann Financial's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWISHER & SCHUMANN, LTD. DBA SCHUMANN FINANCIAL.

Finding similar companies…

Plan health score

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

100

Helping the score