2023 Form 5500 filing — Schneider Packaging Equipment 401(K) Profit Sharing Plan & Trust
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 20241003105217NAL0004803491001) for Schneider Packaging Equipment 401(K) Profit Sharing Plan & Trust, reported by Schneider Packaging Equipment under EIN 16-0991432 and plan number 002. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003105217NAL0004803491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider Packaging Equipment
- EIN
- 16-0991432
- Plan number
- 002
- Location
- Brewerton, NY
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,037,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,037,983
- Employer contributions
- $480,394
- Participant contributions
- $1,521,532
- Total income / additions
- $5,403,723
- Benefits paid
- $1,220,588
- Administrative expenses
- $69,606
- Total expenses
- $1,290,844
- Net increase / (decrease)
- $4,112,879
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Everest Consultants | ADVISOR | $27,319 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $21,917 | not reported in the loaded dataset |
| Rsm Us Llp | IQPA | $13,235 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,535 | not reported in the loaded dataset |