2023 Form 5500 filing — Scholfield 401(K) 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 20241010091101NAL0035354544001) for Scholfield 401(K) Retirement Plan, reported by Scholfield, Inc. under EIN 48-0992934 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.6MReported net assets$8,575,098

Participants165

Provider compensation$31.4K4 Schedule C row(s)$31,379

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241010091101NAL0035354544001
Plan sponsor: Scholfield, Inc.
EIN: 48-0992934
Plan number: 001
Location: Wichita, KS
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$8.6M total assets

Net assets$8.6MLiabilities—

Money in vs. money out

Total income / additions$2.3M

Total expenses$1.9M

Benefits paid / distributions$1.8M

Contributions

Employer$225.4K

Participant$679.4K

Full reported line items

Total assets (EOY): $8,575,098
Net assets (EOY): $8,575,098
Employer contributions: $225,380
Participant contributions: $679,446
Total income / additions: $2,333,424
Benefits paid: $1,824,601
Administrative expenses: $8,006
Total expenses: $1,887,877
Net increase / (decrease): $445,547

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Morgan Stanley Smith Barney$16.8K
ADVISOR · Direct $0 · Indirect $16.8K
2
Adamsbrown, LLC$7.3K
ACCOUNTANT/AU DITOR · Direct $7.3K · Indirect $0
3
National Finanial Services LLC$6.6K
PAYING AGENT · Direct $0 · Indirect $6.6K
4
Fidelity Investments Institutinoal$746
RECORDKEEPER · Direct $746 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010091101NAL0035354544001 cover?: It is the 2023 Form 5500 filing for Scholfield 401(K) Retirement Plan, reported by Scholfield, Inc. (EIN 48-0992934).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).