Schu Box, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Schu Box, INC.
  • Sponsor EIN: 812846199
  • Sponsor Address: 269 SOMERSLY PLACE, LEXINGTON, KY, 40515
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 2
  • Total Assets: $1.6M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$1.6M$0$0
20242$1.3M$7,000$10,500
20232$1.3M$8,400$12,600
20222$1.2M$7,000$10,500

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