Schroer & Associates Pc Safe Harbor 401(K) Psp — Form 5500 plan (Schroer & Assoc)
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, Schroer & Associates Pc Safe Harbor 401(K) Psp is a benefit plan reported by Schroer & Assoc under EIN 42-1459710 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $1,255,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schroer & Assoc
- EIN
- 42-1459710
- Plan number
- 001
- Plan type
- 2
- Location
- Council Bluffs, IA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $1,255,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240510103006NAL0037910816001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,255,897
- Net assets (EOY)
- $1,255,897
- Net assets (BOY)
- $1,209,530
Income & contributions
- Employer contributions
- $16,759
- Participant contributions
- $37,721
- Total income / additions
- $222,439
Expenses & distributions
- Benefits paid
- $170,404
- Total expenses
- $176,072
- Net increase / (decrease)
- $46,367
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.