Schroeder & Associates Ltd Retirement Plan & Trust — Form 5500 plan (Schroeder & Associates, Ltd)
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, Schroeder & Associates Ltd Retirement Plan & Trust is a benefit plan reported by Schroeder & Associates, Ltd under EIN 83-1466809 and plan number 001. The latest loaded filing year is 2023. The filing reports 4 participants and $349,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schroeder & Associates, Ltd
- EIN
- 83-1466809
- Plan number
- 001
- Plan type
- 2
- Location
- Plainfield, IL
- Latest filing year
- 2023
- Participants
- 4
- End-of-year plan assets
- $349,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4 | I | 20240531131200NAL0024887664002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $349,283
- Net assets (EOY)
- $349,283
- Net assets (BOY)
- $234,277
Income & contributions
- Employer contributions
- $45,770
- Participant contributions
- $38,140
- Total income / additions
- $116,759
Expenses & distributions
- Total expenses
- $1,753
- Net increase / (decrease)
- $115,006
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.