Scheels Employee Stock Ownership Plan — Form 5500 plan (Scheels All Sports, 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, Scheels Employee Stock Ownership Plan is a benefit plan reported by Scheels All Sports, Inc. under EIN 45-0306649 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,838 participants and $837,710,398 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scheels All Sports, Inc.
- EIN
- 45-0306649
- Plan number
- 002
- Plan type
- 2
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 4,838
- End-of-year plan assets
- $837,710,398
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,838 | H, C | 20241014090707NAL0025788385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $837,710,398
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $837,710,398
- Net assets (BOY)
- $761,655,102
Income & contributions
- Employer contributions
- $8,750,000
- Total contributions
- $8,750,000
- Total income / additions
- $168,699,959
Expenses & distributions
- Benefits paid
- $92,513,246
- Administrative expenses
- $131,417
- Total expenses
- $92,644,663
- Net increase / (decrease)
- $76,055,296
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Ridge Esop Associates | RECORDKEEPER | $42,075 | not reported in the loaded dataset | 2023 |
| Prairie Capital Advisors Inc. | VALUATION | $30,500 | not reported in the loaded dataset | 2023 |
| Newport Group | RECORDKEEPER | $25,000 | not reported in the loaded dataset | 2023 |
| Gerald G Gray & Associates, Inc. | VALUATION | $13,364 | not reported in the loaded dataset | 2023 |
| Eide Bailly, Llp | ACCOUNTANT | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scheels All Sports, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- Blue Ridge Esop Associates — Schedule C compensation
- Prairie Capital Advisors Inc. — Schedule C compensation
- Newport Group — Schedule C compensation
- Gerald G Gray & Associates, Inc. — Schedule C compensation
- Eide Bailly, Llp — Schedule C compensation