Plan5500

Schoolmint, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Schoolmint, 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, Schoolmint, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Schoolmint, Inc. under EIN 46-3589700 and plan number 001. The latest loaded filing year is 2023. The filing reports 207 participants and $4,970,459 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schoolmint, Inc.
EIN
46-3589700
Plan number
001
Plan type
2
Location
Lafayette, LA
Latest filing year
2023
Participants
207
End-of-year plan assets
$4,970,459

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023207H, C20240906183017NAL0001472481001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,970,459
Total liabilities (EOY)
$0
Net assets (EOY)
$4,970,459
Net assets (BOY)
$4,213,922

Income & contributions

Employer contributions
$191,096
Participant contributions
$819,229
Total contributions
$1,076,148
Total income / additions
$1,872,016

Expenses & distributions

Benefits paid
$1,064,107
Administrative expenses
$51,372
Total expenses
$1,115,479
Net increase / (decrease)
$756,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$30,475$02023
Aldrich Wealth Limited PartnershipINVESTMENT ADVISOR$20,896not reported in the loaded dataset2023

Related Form 5500 pages