Siegel, Barnett & Schultz, Llp 401k Plan — Form 5500 plan (Siegel, Barnett & Schutlz, Llp)
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, Siegel, Barnett & Schultz, Llp 401k Plan is a benefit plan reported by Siegel, Barnett & Schutlz, Llp under EIN 46-0241120 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $3,694,034 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Siegel, Barnett & Schutlz, Llp
- EIN
- 46-0241120
- Plan number
- 001
- Plan type
- 2
- Location
- Aberdeen, SD
- Latest filing year
- 2023
- Participants
- 24
- End-of-year plan assets
- $3,694,034
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 24 | I | 20240912084814NAL0018379890001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,694,034
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,694,034
- Net assets (BOY)
- $4,371,791
Income & contributions
- Employer contributions
- $23,928
- Participant contributions
- $44,206
- Total income / additions
- $845,555
Expenses & distributions
- Benefits paid
- $1,523,312
- Administrative expenses
- $0
- Total expenses
- $1,523,312
- Net increase / (decrease)
- -$677,757
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.