2023 Form 5500 filing — Scholle Corporation Employees' Retirement 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 20240829124945NAL0021620448001) for Scholle Corporation Employees' Retirement Plan, reported by Scholle Ipn Corporation under EIN 36-2748792 and plan number 001. It reports 697 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829124945NAL0021620448001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Scholle Ipn Corporation
- EIN
- 36-2748792
- Plan number
- 001
- Location
- Northlake, IL
- Participants
- 697
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $48,603,930
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,603,930
- Total income / additions
- $4,699,062
- Benefits paid
- $3,456,142
- Administrative expenses
- $422,523
- Total expenses
- $3,878,665
- Net increase / (decrease)
- $820,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sage Advisory Services Ltd | NONE | $119,220 | not reported in the loaded dataset |
| Usi Consulting Group | NONE | $112,581 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $86,091 | not reported in the loaded dataset |
| Principal Financial Group Inc | NONE | $19,922 | not reported in the loaded dataset |
| Forvis Llp | NONE | $17,000 | not reported in the loaded dataset |