Schc Companies, Inc 403(B) Plan — Form 5500 plan (Schc Companies, Inc.)

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, Schc Companies, Inc 403(B) Plan is a benefit plan reported by Schc Companies, Inc. under EIN 22-2943771 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $9,504,794 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schc Companies, Inc.
EIN
22-2943771
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
240
End-of-year plan assets
$9,504,794

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023240H, C20241015140949NAL0049822816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,504,794
Total liabilities (EOY)
$0
Net assets (EOY)
$9,504,794
Net assets (BOY)
$8,892,039

Income & contributions

Participant contributions
$667,336
Total contributions
$1,007,105
Total income / additions
$2,286,263

Expenses & distributions

Benefits paid
$1,634,304
Administrative expenses
$39,204
Total expenses
$1,673,508
Net increase / (decrease)
$612,755

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity InsuranceRECORDKEEPER$39,314not reported in the loaded dataset2023
Everen Capital CorporationINVESTMENT ADVISOR$10,872$02023
Admin Parters LLCCONTRACT ADMIN$425$2,1732023

Related Form 5500 pages