Original filing (PDF)20240820135303NAL0002728817001

Schmidt Financial, Inc.

Name: Schmidt Financial, Inc. — Value Consulting Group, Form 5500 (2023)
Creator: Schmidt Financial, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Value Consulting Group 401(k) Profit Sharing Plan

401(k) retirement plan · Schmidt Financial, Inc.'s Value Consulting Group 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Patrick K Schmidt signed Schmidt Financial, Inc.'s 2023 Form 5500 as plan administrator.

Patrick K Schmidt — 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

Schmidt Financial, Inc.'s EIN is 41-1905171.

EIN 41-1905171

Plan number 001

Plan year 2023

ACK ID 20240820135303NAL0002728817001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Schmidt Financial, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Schmidt Financial, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score