Brown Schultz Sheridan & Fritz Retirement Plan — Form 5500 plan (Brown Schultz Sheridan & Fritz)
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, Brown Schultz Sheridan & Fritz Retirement Plan is a benefit plan reported by Brown Schultz Sheridan & Fritz under EIN 25-1644159 and plan number 001. The latest loaded filing year is 2023. The filing reports 188 participants and $27,563,748 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Brown Schultz Sheridan & Fritz
- EIN
- 25-1644159
- Plan number
- 001
- Plan type
- 2
- Location
- Camp Hill, PA
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $27,563,748
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241011135849NAL0038936320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,563,748
- Total liabilities (EOY)
- $46,243
- Net assets (EOY)
- $27,517,505
- Net assets (BOY)
- $22,805,864
Income & contributions
- Employer contributions
- $513,517
- Participant contributions
- $1,354,670
- Total contributions
- $1,868,187
- Total income / additions
- $5,814,480
Expenses & distributions
- Benefits paid
- $969,684
- Administrative expenses
- $86,912
- Total expenses
- $1,102,839
- Net increase / (decrease)
- $4,711,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assetmark Retirement Services | NONE | $86,912 | not reported in the loaded dataset | 2023 |