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, Schwab-Vollhaber-Lubratt, Inc. Employees' Profit Sharing Plan is a benefit plan reported by Schwab-Vollhaber-Lubratt, Inc. under EIN 41-0911364 and plan number 001. The latest loaded filing year is 2023. The filing reports 118 participants and $53,748,117 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,748,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,748,117
- Net assets (BOY)
- $42,659,237
Income & contributions
- Employer contributions
- $3,133,008
- Participant contributions
- $211,722
- Total contributions
- $3,349,907
- Total income / additions
- $11,639,809
Expenses & distributions
- Benefits paid
- $507,558
- Administrative expenses
- $43,371
- Total expenses
- $550,929
- Net increase / (decrease)
- $11,088,880