Schmidt & Bartelt, Inc. Employee Stock Ownership Plan — Form 5500 plan (Schmidt & Bartelt, 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, Schmidt & Bartelt, Inc. Employee Stock Ownership Plan is a benefit plan reported by Schmidt & Bartelt, Inc under EIN 39-0986146 and plan number 002. The latest loaded filing year is 2023. The filing reports 27 participants and $10,617,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schmidt & Bartelt, Inc
- EIN
- 39-0986146
- Plan number
- 002
- Plan type
- 2
- Location
- Wauwatosa, WI
- Latest filing year
- 2023
- Participants
- 27
- End-of-year plan assets
- $10,617,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 27 | I | 20250112101505NAL0009735747001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $10,617,293
- Net assets (EOY)
- $10,617,293
- Net assets (BOY)
- $10,200,757
Income & contributions
- Employer contributions
- $615,350
- Total income / additions
- $600,784
Expenses & distributions
- Benefits paid
- $165,915
- Administrative expenses
- $18,333
- Total expenses
- $184,248
- Net increase / (decrease)
- $416,536
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.