Seidel, Schroeder & Company 401(K) Profit Sharing Plan — Form 5500 plan (Seidel Schroeder)
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, Seidel, Schroeder & Company 401(K) Profit Sharing Plan is a benefit plan reported by Seidel Schroeder under EIN 74-2052353 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $15,089,746 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seidel Schroeder
- EIN
- 74-2052353
- Plan number
- 001
- Plan type
- 2
- Location
- Brenham, TX
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $15,089,746
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240911132517NAL0011990160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,089,746
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,089,746
- Net assets (BOY)
- $12,468,540
Income & contributions
- Employer contributions
- $608,152
- Participant contributions
- $667,062
- Total contributions
- $1,275,214
- Total income / additions
- $3,309,044
Expenses & distributions
- Benefits paid
- $619,962
- Administrative expenses
- $67,876
- Total expenses
- $687,838
- Net increase / (decrease)
- $2,621,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lee | OTHER | $29,882 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services Inc | CONTRACT ADMIN | $15,178 | not reported in the loaded dataset | 2023 |
| Pricekubecka Pllc | AUDITOR | $8,750 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | OTHER | $6,496 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,129 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,648 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seidel Schroeder
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Brenham, TX
- Lee — Schedule C compensation
- Economic Group Pension Services Inc — Schedule C compensation
- Pricekubecka Pllc — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation