2023 Form 5500 filing — Schechter Dokken Kanter Andrews & Selcer Ltd. 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 20241007202044NAL0015734881001) for Schechter Dokken Kanter Andrews & Selcer Ltd. 401(K) Profit Sharing Plan, reported by Schechter Dokken Kanter Andrews & Selcer Ltd. under EIN 41-1680240 and plan number 001. It reports 108 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.6MReported net assets$18,627,435
Participants108
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241007202044NAL0015734881001
Plan sponsor
Schechter Dokken Kanter Andrews & Selcer Ltd.
EIN
41-1680240
Plan number
001
Location
Minneapolis, MN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

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

Reported balance (end of year)$18.6M total assets
Net assets$18.6MLiabilities
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$459.5K
Participant$478.4K
Full reported line items
Total assets (EOY)
$18,627,435
Net assets (EOY)
$18,627,435
Employer contributions
$459,461
Participant contributions
$478,375
Total income / additions
$4,087,974
Benefits paid
$1,104,116
Administrative expenses
$14,165
Total expenses
$1,118,281
Net increase / (decrease)
$2,969,693

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241007202044NAL0015734881001 cover?
It is the 2023 Form 5500 filing for Schechter Dokken Kanter Andrews & Selcer Ltd. 401(K) Profit Sharing Plan, reported by Schechter Dokken Kanter Andrews & Selcer Ltd. (EIN 41-1680240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages