Original filing (PDF)20250926130640NAL0009425697001

SCHUMANN ENTERPRISES, INC.

Name: SCHUMANN ENTERPRISES, INC. — E.C. KITZEL & SONS, INC. CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: SCHUMANN ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

E.C. KITZEL & SONS, INC. CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

SCHUMANN ENTERPRISES, INC.

EIN

47-5099844

Address

12340 PLAZA DRIVE · PARMA, OH · 44130

Phone

(216) 267-6850

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-26

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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

Related plans

Similar-size Manufacturing plans

UNITRA INC

UNITRA INC 401(K) SAFE HARBOR PLAN

$1.7M · 9 participants

HUN MACHINE WORKS INC

HUN MACHINE WORKS INC 401(K) PROFIT SHARING PLAN & TRUST

$1.7M · 9 participants

BREWER MACHINE & PARTS LLC

BREWER MACHINE & PARTS LLC 401(K) PLAN

$1.7M · 21 participants

CURTIS-TOLEDO, INC.

CURTIS-TOLEDO, INC. RETIREMENT PLAN

$1.7M · 3 participants

NORCEN INDUSTRIES, INC.

NORCEN INDUSTRIES, INC. 401(K) RETIREMENT PLAN

$1.7M · 17 participants