2023 Form 5500 filing — Swift & Staley Inc. Employee Stock Ownership 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 20241010073641NAL0035188928001) for Swift & Staley Inc. Employee Stock Ownership Plan, reported by Swift & Staley Inc. under EIN 61-0953661 and plan number 003. It reports 73 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241010073641NAL0035188928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swift & Staley Inc.
- EIN
- 61-0953661
- Plan number
- 003
- Location
- Paducah, KY
- Participants
- 73
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,580,907
- Total liabilities (EOY)
- $7,200,000
- Net assets (EOY)
- $48,380,907
- Employer contributions
- $2,367,341
- Participant contributions
- $0
- Total income / additions
- $4,759,894
- Benefits paid
- $1,361,226
- Total expenses
- $1,570,226
- Net increase / (decrease)
- $3,189,668
- Schedule source
- Schedule I