How big is Schaefer Financial Management's plan?

Schaefer Financial Management's plan reported $10.7M in assets and 8 participants for 2024.

Original filing (PDF)20250717142053NAL0000712258001

Schaefer Financial Management

Name: Schaefer Financial Management — Schaefer Financial, Form 5500 (2024)
Creator: Schaefer Financial Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schaefer Financial Management Profit Sharing Plan

Defined-contribution retirement plan · Schaefer Financial Management's Schaefer Financial Management Profit Sharing Plan held $10.7M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.7M

Net assets (EOY)

$10.7M

People on this filing

Jeffrey Schaefer signed Schaefer Financial Management's 2024 Form 5500 as plan administrator.

Jeffrey Schaefer — 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

Schaefer Financial Management's EIN is 84-1593457.

EIN 84-1593457

Plan number 002

Plan year 2024

ACK ID 20250717142053NAL0000712258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Schaefer Financial Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Schaefer Financial Management's plan includes profit-sharing.

Decision-maker contacts

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

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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

Knocking points off