# Schmidt Financial Group, INC. DB Plan
Source: https://planprovider.pro/companies/schmidt-financial-group-inc-plan-001

> Schmidt Financial Group, INC.'s DB plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Schmidt Financial Group, INC.

- **Sponsor EIN:** 363622811

- **Sponsor Address:** 520 LAKE COOK ROAD SUITE 187, DEERFIELD, IL, 60015

- **Plan Type:** DB

- **Total Participants:** 5

- **Total Assets:** $523,722

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|5|$523,722|$4,222|$0|

| 2023|5|$1.4M|$0|$0|

| 2022|5|$1.3M|$0|$0|

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