2023 Form 5500 filing — Sw/Qc Employee Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240918132406NAL0006341312001) for Sw/Qc Employee Retirement Plan, reported by Shelter West Construction, Inc. under EIN 81-0457292 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918132406NAL0006341312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shelter West Construction, Inc.
- EIN
- 81-0457292
- Plan number
- 001
- Location
- Missoula, MT
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,320,836
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,320,836
- Employer contributions
- $272,148
- Participant contributions
- $462,953
- Total income / additions
- $2,351,214
- Benefits paid
- $184,220
- Administrative expenses
- $10,465
- Total expenses
- $194,685
- Net increase / (decrease)
- $2,156,529
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kcoe Isom Llp | AUDITOR | $14,750 | not reported in the loaded dataset |
| Big Sky Retirement Inc. | CONTRACT ADMIN | $7,633 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $1,038 | $0 |