Plan5500

Fraley & Schilling, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Inc. (EIN 34-1036518) is a plan sponsor located in Rushville, IN with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-1036518
Location
Rushville, IN
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.3MSummed across loaded plans$9,287,023
Total reported assets$9.3M$9,287,023
Total reported participants1.2K1,156
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$9.3M total assets
Net assets$9.3MLiabilities$0
Contributions & income
Employer contributions$328.5K
Participant contributions$897.6K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$519.2K
Total expenses$602.5K
Net increase / (decrease)$1.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust
Participants per plan578Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust$9.3M
    Plan #001 · 506 participants · 2023
  2. 2
    Fraley & Schilling, Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #505 · 650 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fraley & Schilling, Inc.
YearPlanParticipantsSchedulesFiling
2023Fraley & Schilling, Inc. Welfare Benefit Plan650—20240708175225NAL0008192835001
2023Fraley & Schilling, Inc. Amended And Restated 401(K) Profit-Sharing Plan And Trust506H, C20241007100438NAL0008771011001

Related Form 5500 pages