Schneider Mills Employees' Trust — Form 5500 plan (Schneider Mills, 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, Schneider Mills Employees' Trust is a benefit plan reported by Schneider Mills, Inc under EIN 56-1577874 and plan number 002. The latest loaded filing year is 2023. The filing reports 417 participants and $14,771,849 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schneider Mills, Inc
EIN
56-1577874
Plan number
002
Plan type
2
Location
Taylorsville, NC
Latest filing year
2023
Participants
417
End-of-year plan assets
$14,771,849

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023417H, C20240717123459NAL0002504611001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,771,849
Total liabilities (EOY)
$0
Net assets (EOY)
$14,771,849
Net assets (BOY)
$13,645,335

Income & contributions

Employer contributions
$300,000
Participant contributions
$583,424
Total contributions
$886,912
Total income / additions
$2,966,589

Expenses & distributions

Benefits paid
$1,768,907
Administrative expenses
$69,616
Total expenses
$1,840,075
Net increase / (decrease)
$1,126,514

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$42,771$02023
Merrill Lynch Retirement & BenefitNONE$26,845not reported in the loaded dataset2023

Related Form 5500 pages