Schulze & Burch Biscuit Co. Searcy Operation — Form 5500 plan (Schulze & Burch Biscuit Company)
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 & Burch Biscuit Co. Searcy Operation is a benefit plan reported by Schulze & Burch Biscuit Company under EIN 36-2880649 and plan number 010. The latest loaded filing year is 2023. The filing reports 219 participants and $3,487,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schulze & Burch Biscuit Company
- EIN
- 36-2880649
- Plan number
- 010
- Plan type
- 2
- Location
- Searcy, AR
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $3,487,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20240731053618NAL0046073186001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,487,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,487,224
- Net assets (BOY)
- $3,006,823
Income & contributions
- Employer contributions
- $106,164
- Participant contributions
- $304,523
- Total contributions
- $444,367
- Total income / additions
- $919,763
Expenses & distributions
- Benefits paid
- $405,967
- Administrative expenses
- $18,588
- Total expenses
- $439,362
- Net increase / (decrease)
- $480,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $12,996 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $5,591 | $549 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |