2023 Form 5500 filing — Brown Schultz Sheridan & Fritz 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 20241011135849NAL0038936320001) for Brown Schultz Sheridan & Fritz Retirement Plan, reported by Brown Schultz Sheridan & Fritz under EIN 25-1644159 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135849NAL0038936320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Brown Schultz Sheridan & Fritz
- EIN
- 25-1644159
- Plan number
- 001
- Location
- Camp Hill, PA
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,563,748
- Total liabilities (EOY)
- $46,243
- Net assets (EOY)
- $27,517,505
- Employer contributions
- $513,517
- Participant contributions
- $1,354,670
- Total income / additions
- $5,814,480
- Benefits paid
- $969,684
- Administrative expenses
- $86,912
- Total expenses
- $1,102,839
- Net increase / (decrease)
- $4,711,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Assetmark Retirement Services | NONE | $86,912 | not reported in the loaded dataset |