Original filing (PDF)20250731005200NAL0009467250001

SCHUMPETER ENTERPRISES, INC.

Name: SCHUMPETER ENTERPRISES, INC. — SCHUMPETER ENTERPRISES (DBA CABANA) 401(K) PLAN, Form 5500 (2024)
Creator: SCHUMPETER ENTERPRISES, INC.

Form 5500-SF

FILING_RECEIVED

SCHUMPETER ENTERPRISES (DBA CABANA) 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SCHUMPETER ENTERPRISES, INC..

Plan sponsor

Name

SCHUMPETER ENTERPRISES, INC.

EIN

84-2852934

Address

4810 15TH AVE NW · SEATTLE, WA · 98107

Phone

(916) 768-3970

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-16

Filed

2025-07-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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