Plan5500

Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust — Form 5500 plan (Fraley & Schilling, 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, Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust is a benefit plan reported by Fraley & Schilling, Inc. under EIN 34-1036518 and plan number 001. The latest loaded filing year is 2023. The filing reports 506 participants and $9,287,023 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fraley & Schilling, Inc.
EIN
34-1036518
Plan number
001
Plan type
2
Location
Rushville, IN
Latest filing year
2023
Participants
506
End-of-year plan assets
$9,287,023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023506H, C20241007100438NAL0008771011001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,287,023
Total liabilities (EOY)
$0
Net assets (EOY)
$9,287,023
Net assets (BOY)
$7,441,491

Income & contributions

Employer contributions
$328,471
Participant contributions
$897,627
Total contributions
$1,226,098
Total income / additions
$2,448,007

Expenses & distributions

Benefits paid
$519,156
Administrative expenses
$56,550
Total expenses
$602,475
Net increase / (decrease)
$1,845,532

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$34,702not reported in the loaded dataset2023
Edward D. Jones Co., L.PINVESTMENT ADVISOR$20,230not reported in the loaded dataset2023

Related Form 5500 pages