2023 Form 5500 filing — Jack Schroeder And Associates, LLC 401 (K) 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 20240917095836NAL0004866416001) for Jack Schroeder And Associates, LLC 401 (K) Plan, reported by Jack Schroeder And Associates, LLC under EIN 39-1460915 and plan number 001. It reports 110 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917095836NAL0004866416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jack Schroeder And Associates, LLC
- EIN
- 39-1460915
- Plan number
- 001
- Location
- De Pere, WI
- Participants
- 110
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,963,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,963,894
- Employer contributions
- $285,223
- Participant contributions
- $568,273
- Total income / additions
- $1,799,850
- Benefits paid
- $993,642
- Administrative expenses
- $7,786
- Total expenses
- $1,001,428
- Net increase / (decrease)
- $798,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Woodbury Financial Services Inc | SERVICE PROVIDET | $0 | $9,625 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,335 | $0 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $500 | $0 |