2023 Form 5500 filing — Scheels Employee Stock Ownership 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 20241014090707NAL0025788385001) for Scheels Employee Stock Ownership Plan, reported by Scheels All Sports, Inc. under EIN 45-0306649 and plan number 002. It reports 4,838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090707NAL0025788385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scheels All Sports, Inc.
- EIN
- 45-0306649
- Plan number
- 002
- Location
- Fargo, ND
- Participants
- 4,838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $837,710,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $837,710,398
- Employer contributions
- $8,750,000
- Total income / additions
- $168,699,959
- Benefits paid
- $92,513,246
- Administrative expenses
- $131,417
- Total expenses
- $92,644,663
- Net increase / (decrease)
- $76,055,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Ridge Esop Associates | RECORDKEEPER | $42,075 | not reported in the loaded dataset |
| Prairie Capital Advisors Inc. | VALUATION | $30,500 | not reported in the loaded dataset |
| Newport Group | RECORDKEEPER | $25,000 | not reported in the loaded dataset |
| Gerald G Gray & Associates, Inc. | VALUATION | $13,364 | not reported in the loaded dataset |
| Eide Bailly, Llp | ACCOUNTANT | $10,000 | not reported in the loaded dataset |