C.W. Suter & Son, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, C.W. Suter & Son, Inc. (EIN 47-0528839) is a plan sponsor located in Sioux City, IA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-0528839
Location
Sioux City, IA
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,887,756
Total reported liabilities (EOY)
$13,350,560
Total reported net assets (EOY)
$2,537,196

Contributions & income

Employer contributions
$3,307,427
Participant contributions
$869,108
Total income / additions
-$7,286,713

Expenses & distributions

Benefits paid / distributions
$673,497
Total expenses
$948,907
Net increase / (decrease)
-$8,235,620

Coverage

Total reported participants
398
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

C.W. Suter & Son, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Cw Suter & Son 401(K) Plan001151$10,995,5062023
C.W. Suter & Son, Inc. Employee Stock Ownership Plan002145$4,892,2502023
Cw Suter & Son, Inc.501102not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C.W. Suter & Son, Inc.
YearPlanParticipantsSchedulesFiling
2023Cw Suter & Son, Inc.10220240729135252NAL0018868849001
2023Cw Suter & Son 401(K) Plan151H, C20240925091506NAL0008177363006
2023C.W. Suter & Son, Inc. Employee Stock Ownership Plan145H20241014093843NAL0025838417001

Related Form 5500 pages