Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan — Form 5500 plan (Schaedler Yesco Distribution 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, Schaedler Yesco Distribution Inc. Employee Stock Ownership Plan is a benefit plan reported by Schaedler Yesco Distribution Inc. under EIN 23-1486799 and plan number 002. The latest loaded filing year is 2023. The filing reports 427 participants and $50,023,857 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schaedler Yesco Distribution Inc.
- EIN
- 23-1486799
- Plan number
- 002
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 427
- End-of-year plan assets
- $50,023,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 427 | H, C | 20241014121629NAL0027243985001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,023,857
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,023,857
- Net assets (BOY)
- $44,531,376
Income & contributions
- Employer contributions
- $650,534
- Total contributions
- $650,534
- Total income / additions
- $9,194,946
Expenses & distributions
- Benefits paid
- $3,670,901
- Administrative expenses
- $31,564
- Total expenses
- $3,702,465
- Net increase / (decrease)
- $5,492,481
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Financial Advisors | NONE | $31,564 | $0 | 2023 |
| Goldman Sachs Asset Management, Lp | NONE | $0 | $0 | 2023 |