The Profit Sharing And 401(K) Plan — Form 5500 plan (Schottenstein Stores Corporation)

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, The Profit Sharing And 401(K) Plan is a benefit plan reported by Schottenstein Stores Corporation under EIN 31-0820773 and plan number 334. The latest loaded filing year is 2023. The filing reports 4,780 participants and $161,455,990 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schottenstein Stores Corporation
EIN
31-0820773
Plan number
334
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
4,780
End-of-year plan assets
$161,455,990

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,780H, C20241014065841NAL0026737601001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$161,455,990
Total liabilities (EOY)
$0
Net assets (EOY)
$161,455,990
Net assets (BOY)
$147,315,501

Income & contributions

Employer contributions
$2,673,117
Participant contributions
$9,507,276
Total contributions
$12,825,063
Total income / additions
$36,312,224

Expenses & distributions

Benefits paid
$21,953,138
Administrative expenses
$27,453
Total expenses
$22,171,735
Net increase / (decrease)
$14,140,489

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyNONE$56,821$02023
Callan LLCINVESTMENT ADVISOR$50,000not reported in the loaded dataset2023
Baker Tilly Virchow Krause, LlpACCOUNTANT$24,570not reported in the loaded dataset2023
Porter Wright Morris And Arthur LlpATTORNEY$6,753not reported in the loaded dataset2023

Related Form 5500 pages