Schonberg & Associates Retirement Savings Plan — Form 5500 plan (D.C. Schonberg & Associates 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, Schonberg & Associates Retirement Savings Plan is a benefit plan reported by D.C. Schonberg & Associates LLC under EIN 16-1705476 and plan number 002. The latest loaded filing year is 2023. The filing reports 239 participants and $2,336,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- D.C. Schonberg & Associates LLC
- EIN
- 16-1705476
- Plan number
- 002
- Plan type
- 3
- Location
- Metairie, LA
- Latest filing year
- 2023
- Participants
- 239
- End-of-year plan assets
- $2,336,695
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 239 | H, C | 20241014175045NAL0045550896001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,336,695
- Total liabilities (EOY)
- $805
- Net assets (EOY)
- $2,335,890
- Net assets (BOY)
- $2,204,995
Income & contributions
- Employer contributions
- $85,068
- Participant contributions
- $192,919
- Total contributions
- $347,240
- Total income / additions
- $634,565
Expenses & distributions
- Benefits paid
- $438,683
- Administrative expenses
- $64,987
- Total expenses
- $503,670
- Net increase / (decrease)
- $130,895
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Freegulliver, LLC. | NONE | $16,766 | not reported in the loaded dataset | 2023 |
| Ameritas Life Insurance Corp | NONE | $16,193 | not reported in the loaded dataset | 2023 |
| Lee Cpa Audit Group | NONE | $13,898 | not reported in the loaded dataset | 2023 |
| Fiduciary Consulting Group, Inc | NONE | $10,060 | not reported in the loaded dataset | 2023 |
| Dk Title LLC | NONE | $7,417 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $653 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for D.C. Schonberg & Associates LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Metairie, LA
- Freegulliver, LLC. — Schedule C compensation
- Ameritas Life Insurance Corp — Schedule C compensation
- Lee Cpa Audit Group — Schedule C compensation
- Fiduciary Consulting Group, Inc — Schedule C compensation
- Dk Title LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation