Sba 401(K) Plan — Form 5500 plan (Schoeller Bleckmann America, 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, Sba 401(K) Plan is a benefit plan reported by Schoeller Bleckmann America, Inc. under EIN 51-0332482 and plan number 001. The latest loaded filing year is 2023. The filing reports 705 participants and $34,470,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schoeller Bleckmann America, Inc.
- EIN
- 51-0332482
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 705
- End-of-year plan assets
- $34,470,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 705 | H, C | 20241014201753NAL0013819971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,470,791
- Net assets (EOY)
- $34,470,791
- Net assets (BOY)
- $28,261,738
Income & contributions
- Employer contributions
- $927,384
- Participant contributions
- $2,945,787
- Total contributions
- $4,553,593
- Total income / additions
- $9,013,349
Expenses & distributions
- Benefits paid
- $2,667,986
- Administrative expenses
- $136,527
- Total expenses
- $2,804,296
- Net increase / (decrease)
- $6,209,053
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bks Financial Investments LLC | INVESTMENT ADVISOR | $64,551 | $0 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $23,465 | $0 | 2023 |
| Weaver And Tidwell, Llp | AUDITOR | $15,965 | $0 | 2023 |
| Unknown | OTHER | $28 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schoeller Bleckmann America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Bks Financial Investments LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Weaver And Tidwell, Llp — Schedule C compensation
- Unknown — Schedule C compensation