2023 Form 5500 filing — Square Deal Machining, Inc. 401(K) 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 20241014072724NAL0014598627001) for Square Deal Machining, Inc. 401(K) Plan, reported by Square Deal Machining, Inc under EIN 16-1556543 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014072724NAL0014598627001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Square Deal Machining, Inc
- EIN
- 16-1556543
- Plan number
- 001
- Location
- Marathon, NY
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,491,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,491,883
- Employer contributions
- $197,460
- Participant contributions
- $350,540
- Total income / additions
- $3,357,840
- Benefits paid
- $165,902
- Administrative expenses
- $18,989
- Total expenses
- $184,891
- Net increase / (decrease)
- $3,172,949
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nbt Bank. N.A. | NONE | $18,989 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |
| Epic Retirement Plan Services | NONE | $0 | $0 |