2023 Form 5500 filing — The Schroer Group Employees 401k Profit Sharing Plan & Trust
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 20241015132453NAL0049604576001) for The Schroer Group Employees 401k Profit Sharing Plan & Trust, reported by Tsg Resources, Inc. under EIN 01-0916887 and plan number 001. It reports 4,244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132453NAL0049604576001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tsg Resources, Inc.
- EIN
- 01-0916887
- Plan number
- 001
- Location
- North Canton, OH
- Participants
- 4,244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,172,222
- Total liabilities (EOY)
- $119,389
- Net assets (EOY)
- $58,052,833
- Employer contributions
- $571,678
- Participant contributions
- $3,593,380
- Total income / additions
- $14,067,981
- Benefits paid
- $5,911,306
- Administrative expenses
- $439,451
- Total expenses
- $6,350,757
- Net increase / (decrease)
- $7,717,224
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Moskal Gross Orchosky Inc | TPA | $289,349 | $24,494 |
| Nationwide | CUSTODIAN, RECORDKEEPER | $150,025 | $29,212 |
| Mgo Investment Advisors Inc. | INV ADV, NAMED FIDUCIARY | $0 | not reported in the loaded dataset |