2023 Form 5500 filing — Schroeder & Associates Ltd Retirement Plan & Trust
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 20240531131200NAL0024887664002) for Schroeder & Associates Ltd Retirement Plan & Trust, reported by Schroeder & Associates, Ltd under EIN 83-1466809 and plan number 001. It reports 4 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240531131200NAL0024887664002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schroeder & Associates, Ltd
- EIN
- 83-1466809
- Plan number
- 001
- Location
- Plainfield, IL
- Participants
- 4
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,283
- Net assets (EOY)
- $349,283
- Employer contributions
- $45,770
- Participant contributions
- $38,140
- Total income / additions
- $116,759
- Total expenses
- $1,753
- Net increase / (decrease)
- $115,006
- Schedule source
- Schedule I