Schleich Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Schleich Enterprises, 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, Schleich Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Schleich Enterprises, Inc. under EIN 47-0648893 and plan number 002. The latest loaded filing year is 2023. The filing reports 286 participants and $11,380,592 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schleich Enterprises, Inc.
- EIN
- 47-0648893
- Plan number
- 002
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $11,380,592
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241003152149NAL0010011281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,380,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,380,592
- Net assets (BOY)
- $9,165,289
Income & contributions
- Employer contributions
- $264,898
- Participant contributions
- $740,241
- Total contributions
- $1,014,749
- Total income / additions
- $2,576,972
Expenses & distributions
- Benefits paid
- $295,736
- Administrative expenses
- $65,442
- Total expenses
- $361,669
- Net increase / (decrease)
- $2,215,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $37,588 | $0 | 2023 |
| Principal Securities Inc. | BROKER/ADVISE R | $0 | $20,261 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,110 | $0 | 2023 |
| Pension Administrators LLC | CONTRACT ADMIN | $10,890 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,854 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schleich Enterprises, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Empower Annuity Insurance Co. Of Am — Schedule C compensation
- Principal Securities Inc. — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Pension Administrators LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation