2023 Form 5500 filing — Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And 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 20241007100438NAL0008771011001) for Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust, reported by Fraley & Schilling, Inc. under EIN 34-1036518 and plan number 001. It reports 506 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007100438NAL0008771011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fraley & Schilling, Inc.
- EIN
- 34-1036518
- Plan number
- 001
- Location
- Rushville, IN
- Participants
- 506
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,287,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,287,023
- Employer contributions
- $328,471
- Participant contributions
- $897,627
- Total income / additions
- $2,448,007
- Benefits paid
- $519,156
- Administrative expenses
- $56,550
- Total expenses
- $602,475
- Net increase / (decrease)
- $1,845,532
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $34,702 | not reported in the loaded dataset |
| Edward D. Jones Co., L.P | INVESTMENT ADVISOR | $20,230 | not reported in the loaded dataset |