How many benefit plans does Fraley & Schilling, Inc. report on Form 5500?

Fraley & Schilling, Inc. (EIN 34-1036518) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fraley & Schilling, Inc.?

The Employer Identification Number (EIN) reported for Fraley & Schilling, Inc. is 34-1036518.

What is the latest Form 5500 filing year for Fraley & Schilling, Inc.?

The latest loaded Form 5500 filing year for Fraley & Schilling, Inc. is 2023.

Fraley & Schilling, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fraley & Schilling, Inc. (EIN 34-1036518) is a plan sponsor located in Rushville, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 34-1036518
Location: Rushville, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $9,287,023
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $9,287,023

Contributions & income

Employer contributions: $328,471
Participant contributions: $897,627
Total income / additions: $2,448,007

Expenses & distributions

Benefits paid / distributions: $519,156
Total expenses: $602,475
Net increase / (decrease): $1,845,532

Coverage

Total reported participants: 1,156
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Fraley & Schilling, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust	001	506	$9,287,023	2023
Fraley & Schilling, Inc. Welfare Benefit Plan	505	650	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fraley & Schilling, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Fraley & Schilling, Inc. Welfare Benefit Plan	650	—	20240708175225NAL0008192835001
2023	Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust	506	H, C	20241007100438NAL0008771011001