2023 Form 5500 filing — Schaedler Yesco Distribution Inc. 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 20240920122553NAL0004434787001) for Schaedler Yesco Distribution Inc. 401(K) Plan, reported by Schaedler Yesco Distribution Inc. under EIN 23-1486799 and plan number 003. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240920122553NAL0004434787001
Filing year
2023
Form type
2
Plan sponsor
Schaedler Yesco Distribution Inc.
EIN
23-1486799
Plan number
003
Location
Harrisburg, PA
Participants
428
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$35,501,133
Total liabilities (EOY)
$8,144
Net assets (EOY)
$35,492,989
Employer contributions
$1,084,834
Participant contributions
$1,979,322
Total income / additions
$8,528,926
Benefits paid
$1,560,296
Administrative expenses
$48,645
Total expenses
$1,608,941
Net increase / (decrease)
$6,919,985
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Conrad Siegel Investment AdvisorsNONE$30,359not reported in the loaded dataset
Conrad SiegelNONE$18,256not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$3$0
American Century Investment IncNONE$0$0
Fidelity & Research CompanyNONE$0$0

Related Form 5500 pages