Schneider Packaging Equipment 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Schneider Packaging Equipment)
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, Schneider Packaging Equipment 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Schneider Packaging Equipment under EIN 16-0991432 and plan number 002. The latest loaded filing year is 2023. The filing reports 270 participants and $20,037,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schneider Packaging Equipment
- EIN
- 16-0991432
- Plan number
- 002
- Plan type
- 2
- Location
- Brewerton, NY
- Latest filing year
- 2023
- Participants
- 270
- End-of-year plan assets
- $20,037,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 270 | H, C | 20241003105217NAL0004803491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,037,983
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,037,983
- Net assets (BOY)
- $15,925,104
Income & contributions
- Employer contributions
- $480,394
- Participant contributions
- $1,521,532
- Total contributions
- $2,280,780
- Total income / additions
- $5,403,723
Expenses & distributions
- Benefits paid
- $1,220,588
- Administrative expenses
- $69,606
- Total expenses
- $1,290,844
- Net increase / (decrease)
- $4,112,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Everest Consultants | ADVISOR | $27,319 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $21,917 | not reported in the loaded dataset | 2023 |
| Rsm Us Llp | IQPA | $13,235 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,535 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schneider Packaging Equipment
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Brewerton, NY
- Everest Consultants — Schedule C compensation
- Paychex, Inc. — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Erisa Fiduciary Services, Inc. — Schedule C compensation