Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Fraley & Schilling Holdings, 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, Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Fraley & Schilling Holdings, Inc. under EIN 46-4314904 and plan number 004. The latest loaded filing year is 2023. The filing reports 544 participants and $10,949,769 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fraley & Schilling Holdings, Inc.
EIN
46-4314904
Plan number
004
Plan type
2
Location
Rushville, IN
Latest filing year
2023
Participants
544
End-of-year plan assets
$10,949,769

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023544H20241015093314NAL0055379730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,949,769
Total liabilities (EOY)
$170,424,330
Net assets (EOY)
-$159,474,561
Net assets (BOY)
$0

Income & contributions

Employer contributions
$8,549,769
Participant contributions
$0
Total contributions
$8,549,769
Total income / additions
-$156,305,082

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$3,169,479
Net increase / (decrease)
-$159,474,561

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages