2023 Form 5500 filing — Schroer & Associates Pc Safe Harbor 401(K) Psp
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240510103006NAL0037910816001) for Schroer & Associates Pc Safe Harbor 401(K) Psp, reported by Schroer & Assoc under EIN 42-1459710 and plan number 001. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240510103006NAL0037910816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schroer & Assoc
- EIN
- 42-1459710
- Plan number
- 001
- Location
- Council Bluffs, IA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,255,897
- Net assets (EOY)
- $1,255,897
- Employer contributions
- $16,759
- Participant contributions
- $37,721
- Total income / additions
- $222,439
- Benefits paid
- $170,404
- Total expenses
- $176,072
- Net increase / (decrease)
- $46,367
- Schedule source
- Schedule I