Schlouch Incorporated 401(K) Profit Sharing Plan — Form 5500 plan (Schlouch Incorporated)
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, Schlouch Incorporated 401(K) Profit Sharing Plan is a benefit plan reported by Schlouch Incorporated under EIN 23-2235980 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $25,207,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schlouch Incorporated
- EIN
- 23-2235980
- Plan number
- 001
- Plan type
- 2
- Location
- Blandon, PA
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $25,207,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20240731163719NAL0022700049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,207,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,207,683
- Net assets (BOY)
- $21,423,729
Income & contributions
- Employer contributions
- $380,947
- Participant contributions
- $1,316,184
- Total contributions
- $1,815,973
- Total income / additions
- $5,712,145
Expenses & distributions
- Benefits paid
- $1,925,181
- Administrative expenses
- $3,010
- Total expenses
- $1,928,191
- Net increase / (decrease)
- $3,783,954
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $5,197 | $0 | 2023 |