2023 Form 5500 filing — Seidel, Schroeder & Company 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 20240911132517NAL0011990160001) for Seidel, Schroeder & Company 401(K) Profit Sharing Plan, reported by Seidel Schroeder under EIN 74-2052353 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911132517NAL0011990160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seidel Schroeder
- EIN
- 74-2052353
- Plan number
- 001
- Location
- Brenham, TX
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,089,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,089,746
- Employer contributions
- $608,152
- Participant contributions
- $667,062
- Total income / additions
- $3,309,044
- Benefits paid
- $619,962
- Administrative expenses
- $67,876
- Total expenses
- $687,838
- Net increase / (decrease)
- $2,621,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lee | OTHER | $29,882 | not reported in the loaded dataset |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $15,178 | not reported in the loaded dataset |
| Pricekubecka Pllc | AUDITOR | $8,750 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | OTHER | $6,496 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,129 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,648 | $0 |