2023 Form 5500 filing — Swiss-American Cdmo 401(K) Savings 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 20241007081518NAL0007415363001) for Swiss-American Cdmo 401(K) Savings Plan, reported by Swiss-American Cdmo, LLC under EIN 47-5678076 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081518NAL0007415363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swiss-American Cdmo, LLC
- EIN
- 47-5678076
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,237,426
- Net assets (EOY)
- $6,237,426
- Employer contributions
- $334,394
- Participant contributions
- $540,204
- Total income / additions
- $1,942,031
- Benefits paid
- $295,067
- Administrative expenses
- $52,739
- Total expenses
- $367,938
- Net increase / (decrease)
- $1,574,093
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $21,067 | $0 |
| Prospera Financial Services | INVESTMENT ADVISOR | $20,897 | $0 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $4,160 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $888 | $0 |