2023 Form 5500 filing — Schwarz Partners Lp 401k Profit Sharing Plan
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 20240819144518NAL0002665808001) for Schwarz Partners Lp 401k Profit Sharing Plan, reported by Schwarz Partners Lp under EIN 35-1970447 and plan number 002. It reports 7,326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819144518NAL0002665808001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Schwarz Partners Lp
- EIN
- 35-1970447
- Plan number
- 002
- Location
- Carmel, IN
- Participants
- 7,326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,235,319
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,235,319
- Employer contributions
- $11,909,512
- Participant contributions
- $26,342,227
- Total income / additions
- $77,208,653
- Benefits paid
- $23,279,067
- Administrative expenses
- $590,062
- Total expenses
- $23,875,830
- Net increase / (decrease)
- $53,332,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Srvcs | RETAINED BY EMPLOYER | $525,562 | $0 |
| Sageview Advisory | NONE | $45,000 | not reported in the loaded dataset |
| Katz, Sapper & Miller | NONE | $19,500 | $0 |