Schoeneck Containers, Inc. 401(K) Plan — Form 5500 plan (Schoeneck Containers, 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, Schoeneck Containers, Inc. 401(K) Plan is a benefit plan reported by Schoeneck Containers, Inc. under EIN 39-1170261 and plan number 001. The latest loaded filing year is 2023. The filing reports 240 participants and $7,064,882 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schoeneck Containers, Inc.
- EIN
- 39-1170261
- Plan number
- 001
- Plan type
- 2
- Location
- New Berlin, WI
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $7,064,882
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20240620134432NAL0001954608001 |
| 2023 | 283 | H, C | 20240620132402NAL0001942160001 |
| 2023 | 257 | H, C | 20240926161620NAL0001645568001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,105,685
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,105,685
- Net assets (BOY)
- $7,240,152
Income & contributions
- Employer contributions
- $249,617
- Participant contributions
- $908,174
- Total contributions
- $1,311,721
- Total income / additions
- $2,538,437
Expenses & distributions
- Benefits paid
- $1,625,366
- Administrative expenses
- $43,929
- Total expenses
- $1,672,904
- Net increase / (decrease)
- $865,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Private Advisor Group LLC | INVESTMENT ADVISOR | $29,752 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $29,205 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $14,324 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | RECORDKEEPER | $9,100 | $0 | 2023 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Schoeneck Containers, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in New Berlin, WI
- Private Advisor Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation