2023 Form 5500 filing — Schultheis & Panettieri, Llp 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 20240923083110NAL0011138897001) for Schultheis & Panettieri, Llp 401(K)/Profit Sharing Plan, reported by Schultheis & Panettieri, Llp under EIN 13-1577780 and plan number 003. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240923083110NAL0011138897001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schultheis & Panettieri, Llp
- EIN
- 13-1577780
- Plan number
- 003
- Location
- Hauppauge, NY
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,994,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,994,953
- Employer contributions
- $2,161,407
- Participant contributions
- $941,185
- Total income / additions
- $11,939,081
- Benefits paid
- $546,786
- Administrative expenses
- $145,982
- Total expenses
- $692,768
- Net increase / (decrease)
- $11,246,313
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMIN | $167,926 | $0 |
| S.B.H.U. Life Agency Inc | OTHER SERVICES | $0 | $106,937 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |