Jack Schroeder And Associates, LLC 401 (K) Plan — Form 5500 plan (Jack Schroeder And Associates, LLC)
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, Jack Schroeder And Associates, LLC 401 (K) Plan is a benefit plan reported by Jack Schroeder And Associates, LLC under EIN 39-1460915 and plan number 001. The latest loaded filing year is 2023. The filing reports 110 participants and $4,963,894 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Schroeder And Associates, LLC
- EIN
- 39-1460915
- Plan number
- 001
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
- Participants
- 110
- End-of-year plan assets
- $4,963,894
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 110 | H, C | 20240917095836NAL0004866416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,963,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,963,894
- Net assets (BOY)
- $4,165,472
Income & contributions
- Employer contributions
- $285,223
- Participant contributions
- $568,273
- Total contributions
- $1,055,622
- Total income / additions
- $1,799,850
Expenses & distributions
- Benefits paid
- $993,642
- Administrative expenses
- $7,786
- Total expenses
- $1,001,428
- Net increase / (decrease)
- $798,422
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Woodbury Financial Services Inc | SERVICE PROVIDET | $0 | $9,625 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $6,335 | $0 | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $500 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Jack Schroeder And Associates, LLC
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in De Pere, WI
- Woodbury Financial Services Inc — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Capital Group Retirement Plan Svcs. — Schedule C compensation