Schenkel & Shultz, Inc Employee Benefit Plan — Form 5500 plan (Schenkel & Shultz, 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, Schenkel & Shultz, Inc Employee Benefit Plan is a benefit plan reported by Schenkel & Shultz, Inc. under EIN 35-1382527 and plan number 501. The latest loaded filing year is 2023. The filing reports 52 participants and $191,819 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$117.1KPlan net assets, end of year$117,098
Participants52Covered participants reported
Assets / participant$3.7KComputed: assets ÷ participants$3,689 (computed)
Provider compensation$49.7K4 Schedule C provider row(s)$49,657
- Plan sponsor
- Schenkel & Shultz, Inc.
- EIN
- 35-1382527
- Plan number
- 501
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 52 | I, C | 20250210091528NAL0034741282001 |
Schedule I · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$191.8K total assets
Net assets$117.1KLiabilities$74.7K
Full reported line items
Net assets
- Total assets (EOY)
- $191,819
- Total liabilities (EOY)
- $74,721
- Net assets (EOY)
- $117,098
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $527,264
- Participant contributions
- $225,245
- Total income / additions
- $753,424
Expenses & distributions
- Benefits paid
- $308,757
- Administrative expenses
- $4,440
- Total expenses
- $636,326
- Net increase / (decrease)
- $117,098
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
70%30%
Employer 70%Participant 30%
Total expenses ÷ net assets543%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets42%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital (Orlando, Fl) | BROKER | $28,875 | not reported in the loaded dataset | 2023 |
| The Benecon Group | BROKER | $12,951 | not reported in the loaded dataset | 2023 |
| Meritain Health, An Aetna Company | ADMIN | $4,440 | not reported in the loaded dataset | 2023 |
| Connectcare3 | PATIENT ADVOCATE | $3,391 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schenkel & Shultz, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Onedigital (Orlando, Fl) — Schedule C compensation
- The Benecon Group — Schedule C compensation
- Meritain Health, An Aetna Company — Schedule C compensation
- Connectcare3 — Schedule C compensation