2023 Form 5500 filing — Schonberg & Associates Retirement Savings 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 20241014175045NAL0045550896001) for Schonberg & Associates Retirement Savings Plan, reported by D.C. Schonberg & Associates LLC under EIN 16-1705476 and plan number 002. It reports 239 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175045NAL0045550896001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- D.C. Schonberg & Associates LLC
- EIN
- 16-1705476
- Plan number
- 002
- Location
- Metairie, LA
- Participants
- 239
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,336,695
- Total liabilities (EOY)
- $805
- Net assets (EOY)
- $2,335,890
- Employer contributions
- $85,068
- Participant contributions
- $192,919
- Total income / additions
- $634,565
- Benefits paid
- $438,683
- Administrative expenses
- $64,987
- Total expenses
- $503,670
- Net increase / (decrease)
- $130,895
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Freegulliver, LLC. | NONE | $16,766 | not reported in the loaded dataset |
| Ameritas Life Insurance Corp | NONE | $16,193 | not reported in the loaded dataset |
| Lee Cpa Audit Group | NONE | $13,898 | not reported in the loaded dataset |
| Fiduciary Consulting Group, Inc | NONE | $10,060 | not reported in the loaded dataset |
| Dk Title LLC | NONE | $7,417 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $653 | $0 |