Schulze And Burch Production Employee 401(K) Plan — Form 5500 plan (Schulze And Burch Biscuit Compan)
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, Schulze And Burch Production Employee 401(K) Plan is a benefit plan reported by Schulze And Burch Biscuit Compan under EIN 36-2880649 and plan number 008. The latest loaded filing year is 2023. The filing reports 220 participants and $6,622,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schulze And Burch Biscuit Compan
- EIN
- 36-2880649
- Plan number
- 008
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $6,622,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20240731053619NAL0046073298001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,622,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,622,052
- Net assets (BOY)
- $5,783,694
Income & contributions
- Employer contributions
- $242,543
- Participant contributions
- $497,317
- Total contributions
- $775,136
- Total income / additions
- $1,494,591
Expenses & distributions
- Benefits paid
- $629,249
- Administrative expenses
- $23,243
- Total expenses
- $656,233
- Net increase / (decrease)
- $838,358
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $13,848 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,394 | $1,911 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |