Shrader Tire And Oil Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Shrader Tire And Oil 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, Shrader Tire And Oil Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Shrader Tire And Oil Inc under EIN 34-0947077 and plan number 001. The latest loaded filing year is 2023. The filing reports 256 participants and $12,045,602 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shrader Tire And Oil Inc
- EIN
- 34-0947077
- Plan number
- 001
- Plan type
- 2
- Location
- Toledo, OH
- Latest filing year
- 2023
- Participants
- 256
- End-of-year plan assets
- $12,045,602
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 256 | H, C | 20241015081944NAL0015979187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,045,602
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,045,602
- Net assets (BOY)
- $9,718,375
Income & contributions
- Employer contributions
- $185,413
- Participant contributions
- $730,662
- Total contributions
- $1,066,487
- Total income / additions
- $2,849,009
Expenses & distributions
- Benefits paid
- $472,089
- Administrative expenses
- $44,162
- Total expenses
- $521,782
- Net increase / (decrease)
- $2,327,227
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Royal Alliance Associates | ADVISOR | $19,345 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $13,706 | not reported in the loaded dataset | 2023 |
| Osaic Wealth, Inc. | ADVISOR | $6,782 | not reported in the loaded dataset | 2023 |