2023 Form 5500 filing — Schneider Mills Employees' Trust
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 20240717123459NAL0002504611001) for Schneider Mills Employees' Trust, reported by Schneider Mills, Inc under EIN 56-1577874 and plan number 002. It reports 417 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240717123459NAL0002504611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schneider Mills, Inc
- EIN
- 56-1577874
- Plan number
- 002
- Location
- Taylorsville, NC
- Participants
- 417
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,771,849
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,771,849
- Employer contributions
- $300,000
- Participant contributions
- $583,424
- Total income / additions
- $2,966,589
- Benefits paid
- $1,768,907
- Administrative expenses
- $69,616
- Total expenses
- $1,840,075
- Net increase / (decrease)
- $1,126,514
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $42,771 | $0 |
| Merrill Lynch Retirement & Benefit | NONE | $26,845 | not reported in the loaded dataset |