Henkle-Schueler & Associates, Inc. Profit Sharing Plan — Form 5500 plan (Henkle Schueler & Associates, 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, Henkle-Schueler & Associates, Inc. Profit Sharing Plan is a benefit plan reported by Henkle Schueler & Associates, Inc. under EIN 31-0717030 and plan number 001. The latest loaded filing year is 2023. The filing reports 54 participants and $10,447,415 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Henkle Schueler & Associates, Inc.
- EIN
- 31-0717030
- Plan number
- 001
- Plan type
- 2
- Location
- Lebanon, OH
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $10,447,415
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20240422104326NAL0005871619001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,447,415
- Net assets (EOY)
- $10,447,415
- Net assets (BOY)
- $8,947,649
Income & contributions
- Employer contributions
- $129,531
- Participant contributions
- $243,308
- Total income / additions
- $1,900,090
Expenses & distributions
- Benefits paid
- $385,678
- Administrative expenses
- $14,646
- Total expenses
- $400,324
- Net increase / (decrease)
- $1,499,766
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.