2023 Form 5500 filing — Sussek Machine Company Plant Employee 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 20241009123750NAL0032640304001) for Sussek Machine Company Plant Employee Savings Plan, reported by Sussek Machine Company, LLC under EIN 80-0871159 and plan number 003. It reports 153 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009123750NAL0032640304001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sussek Machine Company, LLC
- EIN
- 80-0871159
- Plan number
- 003
- Location
- Waterloo, WI
- Participants
- 153
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,182,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,182,782
- Employer contributions
- $131,229
- Participant contributions
- $91,829
- Total income / additions
- $887,506
- Benefits paid
- $771,235
- Administrative expenses
- $40,455
- Total expenses
- $812,882
- Net increase / (decrease)
- $74,624
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,464 | $0 |
| Nfp Retirement Inc. | CONTRACT ADMIN | $11,809 | $3,922 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,219 | not reported in the loaded dataset |