2023 Form 5500 filing — Schroeder Publishing Company, Inc. 401(K) Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240321154243NAL0005543488001) for Schroeder Publishing Company, Inc. 401(K) Profit Sharing Plan, reported by Schroeder Publishing Company, Inc. under EIN 61-0866216 and plan number 001. It reports 30 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2MReported net assets$1,950,710
Participants30
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240321154243NAL0005543488001
Plan sponsor
Schroeder Publishing Company, Inc.
EIN
61-0866216
Plan number
001
Location
Paducah, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2M total assets
Net assets$2MLiabilities
Money in vs. money out
Total income / additions$585.6K
Total expenses$4.9M
Benefits paid / distributions$4.8M
Contributions
Employer$13.7K
Participant$50.6K
Full reported line items
Total assets (EOY)
$1,950,710
Net assets (EOY)
$1,950,710
Employer contributions
$13,735
Participant contributions
$50,553
Total income / additions
$585,573
Benefits paid
$4,843,026
Administrative expenses
$21,688
Total expenses
$4,864,714
Net increase / (decrease)
-$4,279,141

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240321154243NAL0005543488001 cover?
It is the 2023 Form 5500 filing for Schroeder Publishing Company, Inc. 401(K) Profit Sharing Plan, reported by Schroeder Publishing Company, Inc. (EIN 61-0866216).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages