Schlesinger Global, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Schlesinger Central Processing Services, LLC)
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, Schlesinger Global, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Schlesinger Central Processing Services, LLC under EIN 75-3247757 and plan number 001. The latest loaded filing year is 2023. The filing reports 813 participants and $23,857,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schlesinger Central Processing Services, LLC
- EIN
- 75-3247757
- Plan number
- 001
- Plan type
- 2
- Location
- Iselin, NJ
- Latest filing year
- 2023
- Participants
- 813
- End-of-year plan assets
- $23,857,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 813 | H, C | 20241015142915NAL0014843251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,857,888
- Total liabilities (EOY)
- $212,694
- Net assets (EOY)
- $23,645,194
- Net assets (BOY)
- $18,539,491
Income & contributions
- Employer contributions
- $695,821
- Participant contributions
- $2,330,152
- Total contributions
- $3,115,812
- Total income / additions
- $6,658,341
Expenses & distributions
- Benefits paid
- $1,431,031
- Administrative expenses
- $120,108
- Total expenses
- $1,552,638
- Net increase / (decrease)
- $5,105,703
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $118,172 | $0 | 2023 |
| Bleakley Financial Group, LLC | INVESTMENT ADVISORY | $0 | $76,583 | 2023 |
| Benefit Plans Administrative Servic | CONTRACT ADMINISTRATOR | $2,220 | $9,964 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schlesinger Central Processing Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Iselin, NJ
- Principal Life Insurance — Schedule C compensation
- Bleakley Financial Group, LLC — Schedule C compensation
- Benefit Plans Administrative Servic — Schedule C compensation