Schluter Systems L.P. 401(K) Profit Sharing Plan — Form 5500 plan (Schluter Systems L.P.)

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, Schluter Systems L.P. 401(K) Profit Sharing Plan is a benefit plan reported by Schluter Systems L.P. under EIN 14-1772376 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,248 participants and $58,226,422 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schluter Systems L.P.
EIN
14-1772376
Plan number
001
Plan type
2
Location
Plattsburgh, NY
Latest filing year
2023
Participants
1,248
End-of-year plan assets
$58,226,422

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,248H, C20241001135846NAL0004082323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$58,226,422
Total liabilities (EOY)
$0
Net assets (EOY)
$58,226,422
Net assets (BOY)
$45,372,327

Income & contributions

Employer contributions
$3,951,240
Participant contributions
$5,579,953
Total contributions
$10,338,972
Total income / additions
$18,922,104

Expenses & distributions

Benefits paid
$5,783,859
Administrative expenses
$241,303
Total expenses
$6,068,009
Net increase / (decrease)
$12,854,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plan Admin ServicesN/A$140,275$02023
Lpl FinancialN/A$101,028$02023

Related Form 5500 pages