2023 Form 5500 filing — Swiderski Equipment, Inc. Savings And 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 20240927111142NAL0001197411001) for Swiderski Equipment, Inc. Savings And Retirement Plan, reported by Swiderski Equipment, Inc. under EIN 39-1125456 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927111142NAL0001197411001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swiderski Equipment, Inc.
- EIN
- 39-1125456
- Plan number
- 001
- Location
- Little Chute, WI
- Participants
- 177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,688,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,688,317
- Employer contributions
- $140,825
- Participant contributions
- $1,059,290
- Total income / additions
- $2,936,504
- Benefits paid
- $560,406
- Administrative expenses
- $57,821
- Total expenses
- $618,227
- Net increase / (decrease)
- $2,318,277
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $979 | $0 |