Schroeder & Siegfried, Pa Profit Sharing Plan — Form 5500 plan (Schroeder & Siegfried, P A)
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, Schroeder & Siegfried, Pa Profit Sharing Plan is a benefit plan reported by Schroeder & Siegfried, P A under EIN 41-1508140 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $1,205,843 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schroeder & Siegfried, P A
- EIN
- 41-1508140
- Plan number
- 001
- Plan type
- 2
- Location
- Wayzata, MN
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $1,205,843
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240730095923NAL0011706435002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,205,843
- Net assets (EOY)
- $1,205,843
- Net assets (BOY)
- $1,065,885
Income & contributions
- Total income / additions
- $139,958
Expenses & distributions
- Net increase / (decrease)
- $139,958
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.