2023 Form 5500 filing — Sba 401(K) 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 20241014201753NAL0013819971001) for Sba 401(K) Plan, reported by Schoeller Bleckmann America, Inc. under EIN 51-0332482 and plan number 001. It reports 705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201753NAL0013819971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schoeller Bleckmann America, Inc.
- EIN
- 51-0332482
- Plan number
- 001
- Location
- Houston, TX
- Participants
- 705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,470,791
- Net assets (EOY)
- $34,470,791
- Employer contributions
- $927,384
- Participant contributions
- $2,945,787
- Total income / additions
- $9,013,349
- Benefits paid
- $2,667,986
- Administrative expenses
- $136,527
- Total expenses
- $2,804,296
- Net increase / (decrease)
- $6,209,053
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $64,551 | $0 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,465 | $0 |
| Weaver And Tidwell, Llp | AUDITOR | $15,965 | $0 |
| Unknown | OTHER | $28 | $0 |