How big is John W. Schatz's plan?

John W. Schatz's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20251014092547NAL0001170547001

John W. Schatz

Name: John W. Schatz — John W. Schatz 401(k) Plan, Form 5500 (2024)
Creator: John W. Schatz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

John W. Schatz 401(k) Plan

401(k) retirement plan · John W. Schatz's John W. Schatz 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

John W. Schatz's EIN is 45-4659176.

EIN 45-4659176

Plan number 001

Plan year 2024

ACK ID 20251014092547NAL0001170547001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John W. Schatz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John W. Schatz'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 JOHN W. SCHATZ.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

JOHN W. SCHATZ

EIN

all filings

Address

7650 RIVERS EDGE DRIVE · SUITE #250 · COLUMBUS, OH · 43235

Phone

(614) 854-1993

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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