2023 Form 5500 filing — Schleich Enterprises, Inc. 401(K) Profit Sharing 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 20241003152149NAL0010011281001) for Schleich Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Schleich Enterprises, Inc. under EIN 47-0648893 and plan number 002. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003152149NAL0010011281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schleich Enterprises, Inc.
- EIN
- 47-0648893
- Plan number
- 002
- Location
- Lincoln, NE
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,380,592
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,380,592
- Employer contributions
- $264,898
- Participant contributions
- $740,241
- Total income / additions
- $2,576,972
- Benefits paid
- $295,736
- Administrative expenses
- $65,442
- Total expenses
- $361,669
- Net increase / (decrease)
- $2,215,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co. Of Am | RECORDKEEPER | $37,588 | $0 |
| Principal Securities Inc. | BROKER/ADVISE R | $0 | $20,261 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $12,110 | $0 |
| Pension Administrators LLC | CONTRACT ADMIN | $10,890 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $4,854 | $0 |