R.L. Schreiber, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (R.L. Schreiber, 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, R.L. Schreiber, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by R.L. Schreiber, Inc. under EIN 59-1217903 and plan number 003. The latest loaded filing year is 2023. The filing reports 125 participants and $5,926,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
R.L. Schreiber, Inc.
EIN
59-1217903
Plan number
003
Plan type
2
Location
Fort Lauderdale, FL
Latest filing year
2023
Participants
125
End-of-year plan assets
$5,926,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20241004110055NAL0012126961001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,926,348
Total liabilities (EOY)
$0
Net assets (EOY)
$5,926,348
Net assets (BOY)
$5,676,894

Income & contributions

Employer contributions
$182,879
Participant contributions
$368,566
Total contributions
$551,445
Total income / additions
$1,401,327

Expenses & distributions

Benefits paid
$1,104,332
Administrative expenses
$47,541
Total expenses
$1,151,873
Net increase / (decrease)
$249,454

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Provenance Wealth Advisors, LLCRIA$0$29,6132023

Related Form 5500 pages