2023 Form 5500 filing — The Schneider Corporation 401(K) 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 20240910093409NAL0006664705001) for The Schneider Corporation 401(K) Profit Sharing Plan, reported by The Schneider Corporation under EIN 35-1071991 and plan number 002. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.2MReported net assets$12,162,446
Participants194
Provider compensation$52.7K4 Schedule C row(s)$52,675
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240910093409NAL0006664705001
- Plan sponsor
- The Schneider Corporation
- EIN
- 35-1071991
- Plan number
- 002
- Location
- Indianapolis, IN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.2M total assets
Net assets$12.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,162,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,162,446
- Employer contributions
- $143,630
- Participant contributions
- $675,637
- Total income / additions
- $2,636,590
- Benefits paid
- $882,984
- Administrative expenses
- $52,675
- Total expenses
- $935,659
- Net increase / (decrease)
- $1,700,931
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,944 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,431 | not reported in the loaded dataset |
| Dulin Ward & Dewald Inc | OTHER | $2,300 | not reported in the loaded dataset |