Schnelz Wells, P.C. Retirement Plan — Form 5500 plan (Schnelz Wells, P.C.)
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, Schnelz Wells, P.C. Retirement Plan is a benefit plan reported by Schnelz Wells, P.C. under EIN 38-3480228 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $6,694,830 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schnelz Wells, P.C.
- EIN
- 38-3480228
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, MI
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $6,694,830
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240516095716NAL0041653185001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,694,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,694,830
- Net assets (BOY)
- $5,041,280
Income & contributions
- Employer contributions
- $82,241
- Participant contributions
- $43,500
- Total income / additions
- $1,654,605
Expenses & distributions
- Benefits paid
- $930
- Administrative expenses
- $125
- Total expenses
- $1,055
- Net increase / (decrease)
- $1,653,550
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.