R.J. Schinner Co., Inc. 401k Savings Plan — Form 5500 plan (R.J. Schinner Co., 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, R.J. Schinner Co., Inc. 401k Savings Plan is a benefit plan reported by R.J. Schinner Co., Inc. under EIN 39-0956660 and plan number 001. The latest loaded filing year is 2023. The filing reports 594 participants and $23,002,117 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.J. Schinner Co., Inc.
EIN
39-0956660
Plan number
001
Plan type
2
Location
Menomonee Falls, WI
Latest filing year
2023
Participants
594
End-of-year plan assets
$23,002,117

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20241007151953NAL0016324913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,002,117
Total liabilities (EOY)
$15,296
Net assets (EOY)
$22,986,821
Net assets (BOY)
$18,030,186

Income & contributions

Employer contributions
$666,101
Participant contributions
$2,103,107
Total contributions
$3,086,896
Total income / additions
$6,332,682

Expenses & distributions

Benefits paid
$1,328,219
Administrative expenses
$13,418
Total expenses
$1,376,047
Net increase / (decrease)
$4,956,635

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CoRECORDKEEPER$11,453$167,0262023

Related Form 5500 pages