Schaedler Yesco Distribution Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Schaedler Yesco Distribution Inc. under EIN 23-1486799 and plan number 003. The latest loaded filing year is 2023. The filing reports 428 participants and $35,501,133 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
- 003
- Plan type
- 2
- Location
- Harrisburg, PA
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $35,501,133
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20240920122553NAL0004434787001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,501,133
- Total liabilities (EOY)
- $8,144
- Net assets (EOY)
- $35,492,989
- Net assets (BOY)
- $28,573,004
Income & contributions
- Employer contributions
- $1,084,834
- Participant contributions
- $1,979,322
- Total contributions
- $3,437,643
- Total income / additions
- $8,528,926
Expenses & distributions
- Benefits paid
- $1,560,296
- Administrative expenses
- $48,645
- Total expenses
- $1,608,941
- Net increase / (decrease)
- $6,919,985
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Conrad Siegel Investment Advisors | NONE | $30,359 | not reported in the loaded dataset | 2023 |
| Conrad Siegel | NONE | $18,256 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $3 | $0 | 2023 |
| American Century Investment Inc | NONE | $0 | $0 | 2023 |
| Fidelity & Research Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schaedler Yesco Distribution Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Harrisburg, PA
- Conrad Siegel Investment Advisors — Schedule C compensation
- Conrad Siegel — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- American Century Investment Inc — Schedule C compensation
- Fidelity & Research Company — Schedule C compensation