Snyder & Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Snyder & Associates, 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, Snyder & Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Snyder & Associates, Inc. under EIN 42-1379015 and plan number 002. The latest loaded filing year is 2023. The filing reports 388 participants and $51,731,435 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snyder & Associates, Inc.
- EIN
- 42-1379015
- Plan number
- 002
- Plan type
- 2
- Location
- Ankeny, IA
- Latest filing year
- 2023
- Participants
- 388
- End-of-year plan assets
- $51,731,435
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 388 | H, C | 20241001083837NAL0013208690001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,731,435
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,731,435
- Net assets (BOY)
- $43,198,373
Income & contributions
- Employer contributions
- $749,999
- Participant contributions
- $2,475,987
- Total contributions
- $3,389,651
- Total income / additions
- $11,610,136
Expenses & distributions
- Benefits paid
- $2,984,758
- Administrative expenses
- $92,316
- Total expenses
- $3,077,074
- Net increase / (decrease)
- $8,533,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $38,300 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $37,987 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners LLC | OTHER | $13,248 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $2,781 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Snyder & Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Ankeny, IA
- Empower Advisory Group, LLC — Schedule C compensation
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Capfinancial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation