The Schneider Corporation 401(K) Profit Sharing Plan — Form 5500 plan (The Schneider Corporation)
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, The Schneider Corporation 401(K) Profit Sharing Plan is a benefit plan reported by The Schneider Corporation under EIN 35-1071991 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $12,162,446 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.2MPlan net assets, end of year$12,162,446
Participants194Covered participants reported
Assets / participant$62.7KComputed: assets ÷ participants$62,693 (computed)
Provider compensation$52.7K4 Schedule C provider row(s)$52,675
- Plan sponsor
- The Schneider Corporation
- EIN
- 35-1071991
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20240910093409NAL0006664705001 |
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)$12.2M total assets
Net assets$12.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $12,162,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,162,446
- Net assets (BOY)
- $10,461,515
Income & contributions
- Employer contributions
- $143,630
- Participant contributions
- $675,637
- Total contributions
- $873,291
- Total income / additions
- $2,636,590
Expenses & distributions
- Benefits paid
- $882,984
- Administrative expenses
- $52,675
- Total expenses
- $935,659
- Net increase / (decrease)
- $1,700,931
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $24,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,944 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,431 | not reported in the loaded dataset | 2023 |
| Dulin Ward & Dewald Inc | OTHER | $2,300 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Schneider Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Shepherd Financial Investment Advis — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Dulin Ward & Dewald Inc — Schedule C compensation