2023 Form 5500 filing — Schaefer & Bierlein Inc Profit Sharing 401k 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 20240711084711NAL0025652064001) for Schaefer & Bierlein Inc Profit Sharing 401k Plan, reported by Schaefer & Bierlein Inc under EIN 38-2085142 and plan number 002. It reports 38 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240711084711NAL0025652064001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schaefer & Bierlein Inc
- EIN
- 38-2085142
- Plan number
- 002
- Location
- Frankenmuth, MI
- Participants
- 38
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,182,140
- Net assets (EOY)
- $3,182,140
- Participant contributions
- $167,071
- Total income / additions
- $746,881
- Benefits paid
- $649,215
- Administrative expenses
- $475
- Total expenses
- $649,690
- Net increase / (decrease)
- $97,191
- Schedule source
- Schedule I