2023 Form 5500 filing — Schulte Building Systems 401(K) 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 20240718164202NAL0005958817002) for Schulte Building Systems 401(K) Plan, reported by Schulte Building Systems, Inc. under EIN 20-8246750 and plan number 001. It reports 768 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$30.8MReported net assets$30,755,244
Participants768
Provider compensation$114K2 Schedule C row(s)$113,982
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718164202NAL0005958817002
Plan sponsor
Schulte Building Systems, Inc.
EIN
20-8246750
Plan number
001
Location
Hockley, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

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

Reported balance (end of year)$30.8M total assets
Net assets$30.8MLiabilities
Money in vs. money out
Total income / additions$7.9M
Total expenses$2.2M
Benefits paid / distributions$2M
Contributions
Employer$728.4K
Participant$2.8M
Full reported line items
Total assets (EOY)
$30,755,244
Net assets (EOY)
$30,755,244
Employer contributions
$728,402
Participant contributions
$2,799,922
Total income / additions
$7,852,416
Benefits paid
$2,024,828
Administrative expenses
$128,003
Total expenses
$2,159,648
Net increase / (decrease)
$5,692,768

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRECORDKEEPING$70,874$0
Lpl Financial LLC - RpcpINVESTMENT ADVISOR$43,108$0

Related Form 5500 pages