Scheidt & Bachmann Usa 401(K) Plan — Form 5500 plan (Scheidt & Bachmann Usa 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, Scheidt & Bachmann Usa 401(K) Plan is a benefit plan reported by Scheidt & Bachmann Usa Inc. under EIN 75-2605586 and plan number 001. The latest loaded filing year is 2023. The filing reports 219 participants and $16,481,593 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Scheidt & Bachmann Usa Inc.
- EIN
- 75-2605586
- Plan number
- 001
- Plan type
- 2
- Location
- Lowell, MA
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $16,481,593
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240904065751NAL0019865313001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,481,593
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,481,593
- Net assets (BOY)
- $13,861,689
Income & contributions
- Employer contributions
- $298,658
- Participant contributions
- $758,422
- Total contributions
- $1,246,866
- Total income / additions
- $3,760,569
Expenses & distributions
- Benefits paid
- $1,039,390
- Administrative expenses
- $70,856
- Total expenses
- $1,140,665
- Net increase / (decrease)
- $2,619,904
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $41,950 | $0 | 2023 |
| Davinci Capital Management Inc Dba | BROKER/ADVISER | $0 | $34,409 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28,906 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Scheidt & Bachmann Usa Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Lowell, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Davinci Capital Management Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation