2023 Form 5500 filing — Schell Brothers, LLC 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 20241015135903NAL0016551283001) for Schell Brothers, LLC 401(K) Plan, reported by Schell Brothers, LLC under EIN 13-4238674 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135903NAL0016551283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schell Brothers, LLC
- EIN
- 13-4238674
- Plan number
- 001
- Location
- Rehoboth Beach, DE
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,079,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,079,027
- Employer contributions
- $658,307
- Participant contributions
- $869,529
- Total income / additions
- $3,989,662
- Benefits paid
- $961,718
- Administrative expenses
- $80,575
- Total expenses
- $1,042,293
- Net increase / (decrease)
- $2,947,369
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,182 | $0 |
| Grey Fox Wealth Advisors | BROKER | $27,102 | $6 |
| Employee Benefit Systems, Inc. | TPA SERVICE | $2,864 | $16,053 |