2023 Form 5500 filing — Schaedler Yesco Distribution Inc. 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 20241014121629NAL0027243985001) for Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan, reported by Schaedler Yesco Distribution Inc. under EIN 23-1486799 and plan number 002. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121629NAL0027243985001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schaedler Yesco Distribution Inc.
- EIN
- 23-1486799
- Plan number
- 002
- Location
- Harrisburg, PA
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,023,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,023,857
- Employer contributions
- $650,534
- Total income / additions
- $9,194,946
- Benefits paid
- $3,670,901
- Administrative expenses
- $31,564
- Total expenses
- $3,702,465
- Net increase / (decrease)
- $5,492,481
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $31,564 | $0 |
| Goldman Sachs Asset Management, Lp | NONE | $0 | $0 |