Schaefer & Bierlein Inc Profit Sharing 401k Plan — Form 5500 plan (Schaefer & Bierlein 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, Schaefer & Bierlein Inc Profit Sharing 401k Plan is a benefit plan reported by Schaefer & Bierlein Inc under EIN 38-2085142 and plan number 002. The latest loaded filing year is 2023. The filing reports 38 participants and $3,182,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schaefer & Bierlein Inc
- EIN
- 38-2085142
- Plan number
- 002
- Plan type
- 2
- Location
- Frankenmuth, MI
- Latest filing year
- 2023
- Participants
- 38
- End-of-year plan assets
- $3,182,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 38 | I | 20240711084711NAL0025652064001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,182,140
- Net assets (EOY)
- $3,182,140
- Net assets (BOY)
- $3,084,949
Income & contributions
- Participant contributions
- $167,071
- Total income / additions
- $746,881
Expenses & distributions
- Benefits paid
- $649,215
- Administrative expenses
- $475
- Total expenses
- $649,690
- Net increase / (decrease)
- $97,191
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.