Schulte Building Systems 401(K) Plan — Form 5500 plan (Schulte Building Systems, Inc.)

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, Schulte Building Systems 401(K) Plan is a benefit plan reported by Schulte Building Systems, Inc. under EIN 20-8246750 and plan number 001. The latest loaded filing year is 2023. The filing reports 768 participants and $30,755,244 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$30.8MPlan net assets, end of year$30,755,244
Participants768Covered participants reported
Assets / participant$40KComputed: assets ÷ participants$40,046 (computed)
Provider compensation$114K2 Schedule C provider row(s)$113,982
Plan sponsor
Schulte Building Systems, Inc.
EIN
20-8246750
Plan number
001
Plan type
2
Location
Hockley, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023768H, C20240718164202NAL0005958817002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$30.8M total assets
Net assets$30.8MLiabilities
Money in vs. money out
Total income / additions$7.9M
Total expenses$2.2M
Benefits paid / distributions$2M
Contributions
Employer$728.4K
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$30,755,244
Net assets (EOY)
$30,755,244
Net assets (BOY)
$25,062,476

Income & contributions

Employer contributions
$728,402
Participant contributions
$2,799,922
Total contributions
$3,912,466
Total income / additions
$7,852,416

Expenses & distributions

Benefits paid
$2,024,828
Administrative expenses
$128,003
Total expenses
$2,159,648
Net increase / (decrease)
$5,692,768
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 21%Participant 79%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income26%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPING$70,874$02023
Lpl Financial LLC - RpcpINVESTMENT ADVISOR$43,108$02023

Related Form 5500 pages