2023 Form 5500 filing — Schellman Compliance, LLC. 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 20241011171514NAL0023312529001) for Schellman Compliance, LLC. 401(K) Profit Sharing Plan, reported by Schellman Compliance, LLC under EIN 87-2465686 and plan number 001. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011171514NAL0023312529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schellman Compliance, LLC
- EIN
- 87-2465686
- Plan number
- 001
- Location
- Tampa, FL
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $65,612,699
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $65,612,699
- Employer contributions
- $5,284,821
- Participant contributions
- $6,009,745
- Total income / additions
- $22,427,107
- Benefits paid
- $2,331,541
- Administrative expenses
- $112,761
- Total expenses
- $2,444,302
- Net increase / (decrease)
- $19,982,805
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cap Financial Partners, LLC. | ADMIN FEES | $51,359 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORD KEEPER | $47,911 | not reported in the loaded dataset |