Jack Schroeder And Associates, Inc Benefit Plan — Form 5500 plan (Jack Schroeder & 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, Inc Benefit Plan is a benefit plan reported by Jack Schroeder & Associates LLC under EIN 39-1460915 and plan number 501. The latest loaded filing year is 2023. The filing reports 97 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Jack Schroeder & Associates LLC
- EIN
- 39-1460915
- Plan number
- 501
- Plan type
- 2
- Location
- De Pere, WI
- Latest filing year
- 2023
How to read this plan profile
- Net assets = total assets minus total liabilities, end of year (Schedule H/I).
- Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
- Schedule chips (Sch H / I / C) show which schedules each filing includes.
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023No schedulesView filing →
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
No Schedule C service provider compensation is loaded for this plan yet.
Frequently asked questions
- Who sponsors the Jack Schroeder And Associates, Inc Benefit Plan?
- Jack Schroeder And Associates, Inc Benefit Plan is reported as sponsored by Jack Schroeder & Associates LLC (EIN 39-1460915, plan number 501) in public Form 5500 filings.
- What is the most recent Form 5500 filing year for Jack Schroeder And Associates, Inc Benefit Plan?
- The latest Form 5500 filing year loaded for Jack Schroeder And Associates, Inc Benefit Plan is 2023.
- How many participants does Jack Schroeder And Associates, Inc Benefit Plan report?
- Jack Schroeder And Associates, Inc Benefit Plan reports 97 participants in its latest loaded Form 5500 filing.
- What are the reported plan assets for Jack Schroeder And Associates, Inc Benefit Plan?
- End-of-year plan assets for Jack Schroeder And Associates, Inc Benefit Plan are not reported in the loaded dataset.
Form 5500 terms, in plain English
- Form 5500
- The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
- Schedule H
- The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
- Schedule I
- The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
- Schedule C
- Reports compensation paid to the plan’s service providers — both direct and indirect.
- Net assets
- Total assets minus total liabilities at the end of the year — what the plan holds for participants.
- Employer / participant contributions
- Money contributed to the plan by the employer and by participants during the year.
Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.