2023 Form 5500 filing — Schc Companies, Inc 403(B) 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 20241015140949NAL0049822816001) for Schc Companies, Inc 403(B) Plan, reported by Schc Companies, Inc. under EIN 22-2943771 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140949NAL0049822816001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schc Companies, Inc.
- EIN
- 22-2943771
- Plan number
- 002
- Location
- Syracuse, NY
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,504,794
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,504,794
- Participant contributions
- $667,336
- Total income / additions
- $2,286,263
- Benefits paid
- $1,634,304
- Administrative expenses
- $39,204
- Total expenses
- $1,673,508
- Net increase / (decrease)
- $612,755
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $39,314 | not reported in the loaded dataset |
| Everen Capital Corporation | INVESTMENT ADVISOR | $10,872 | $0 |
| Admin Parters LLC | CONTRACT ADMIN | $425 | $2,173 |