2023 Form 5500 filing — Swisslog Logistics Retirement 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 20241010141150NAL0011575171001) for Swisslog Logistics Retirement Savings Plan, reported by Swisslog Logistics, Inc under EIN 54-1312235 and plan number 001. It reports 591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010141150NAL0011575171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swisslog Logistics, Inc
- EIN
- 54-1312235
- Plan number
- 001
- Location
- Newport News, VA
- Participants
- 591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,182,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,182,580
- Employer contributions
- $3,545,486
- Participant contributions
- $4,032,113
- Total income / additions
- $16,832,332
- Benefits paid
- $4,921,360
- Administrative expenses
- $95,248
- Total expenses
- $5,017,258
- Net increase / (decrease)
- $11,815,074
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $95,226 | $0 |
| Rbc Wealth Management | CONSULTANT | $0 | $24,500 |
| Moore Doeren Mayhew | OTHER SERVICES | $0 | $14,500 |