2023 Form 5500 filing — R.J. Schinner Co., Inc. 401k Savings 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 20241007151953NAL0016324913001) for R.J. Schinner Co., Inc. 401k Savings Plan, reported by R.J. Schinner Co., Inc. under EIN 39-0956660 and plan number 001. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241007151953NAL0016324913001
Filing year
2023
Form type
2
Plan sponsor
R.J. Schinner Co., Inc.
EIN
39-0956660
Plan number
001
Location
Menomonee Falls, WI
Participants
594
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$23,002,117
Total liabilities (EOY)
$15,296
Net assets (EOY)
$22,986,821
Employer contributions
$666,101
Participant contributions
$2,103,107
Total income / additions
$6,332,682
Benefits paid
$1,328,219
Administrative expenses
$13,418
Total expenses
$1,376,047
Net increase / (decrease)
$4,956,635
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Equitable Life Insurance CoRECORDKEEPER$11,453$167,026

Related Form 5500 pages