Plain-English plan 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, Schultheis & Panettieri, Llp 401(K)/Profit Sharing Plan is a benefit plan reported by Schultheis & Panettieri, Llp under EIN 13-1577780 and plan number 003. The latest loaded filing year is 2023. The filing reports 202 participants and $55,994,953 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,994,953
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,994,953
- Net assets (BOY)
- $44,748,640
Income & contributions
- Employer contributions
- $2,161,407
- Participant contributions
- $941,185
- Total contributions
- $3,321,611
- Total income / additions
- $11,939,081
Expenses & distributions
- Benefits paid
- $546,786
- Administrative expenses
- $145,982
- Total expenses
- $692,768
- Net increase / (decrease)
- $11,246,313