Schell Brothers, LLC 401(K) Plan — Form 5500 plan (Schell Brothers, LLC)
Plain-English plan 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, Schell Brothers, LLC 401(K) Plan is a benefit plan reported by Schell Brothers, LLC under EIN 13-4238674 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $13,079,027 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schell Brothers, LLC
- EIN
- 13-4238674
- Plan number
- 001
- Plan type
- 2
- Location
- Rehoboth Beach, DE
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $13,079,027
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241015135903NAL0016551283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,079,027
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,079,027
- Net assets (BOY)
- $10,131,658
Income & contributions
- Employer contributions
- $658,307
- Participant contributions
- $869,529
- Total contributions
- $1,987,624
- Total income / additions
- $3,989,662
Expenses & distributions
- Benefits paid
- $961,718
- Administrative expenses
- $80,575
- Total expenses
- $1,042,293
- Net increase / (decrease)
- $2,947,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $50,182 | $0 | 2023 |
| Grey Fox Wealth Advisors | BROKER | $27,102 | $6 | 2023 |
| Employee Benefit Systems, Inc. | TPA SERVICE | $2,864 | $16,053 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schell Brothers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Rehoboth Beach, DE
- Principal Life Insurance Company — Schedule C compensation
- Grey Fox Wealth Advisors — Schedule C compensation
- Employee Benefit Systems, Inc. — Schedule C compensation