2023 Form 5500 filing — Schaedler Yesco Distribution Inc. Employee Stock Ownership 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 20241014121629NAL0027243985001) for Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan, reported by Schaedler Yesco Distribution Inc. under EIN 23-1486799 and plan number 002. It reports 427 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)$50MReported net assets$50,023,857
Participants427
Provider compensation$31.6K2 Schedule C row(s)$31,564
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014121629NAL0027243985001
- Plan sponsor
- Schaedler Yesco Distribution Inc.
- EIN
- 23-1486799
- Plan number
- 002
- Location
- Harrisburg, PA
- Received date
- not reported in the loaded dataset
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)$50M total assets
Net assets$50MLiabilities$0
Full reported line items
- Total assets (EOY)
- $50,023,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,023,857
- Employer contributions
- $650,534
- Total income / additions
- $9,194,946
- Benefits paid
- $3,670,901
- Administrative expenses
- $31,564
- Total expenses
- $3,702,465
- Net increase / (decrease)
- $5,492,481
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Financial Advisors | NONE | $31,564 | $0 |
| Goldman Sachs Asset Management, Lp | NONE | $0 | $0 |