2023 Form 5500 filing — Swanton Welding & Machining Co., 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 20241015152909NAL0028935297001) for Swanton Welding & Machining Co., Inc. 401(K) Plan, reported by Swanton Welding And Machining Co., Inc. under EIN 34-1374577 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152909NAL0028935297001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swanton Welding And Machining Co., Inc.
- EIN
- 34-1374577
- Plan number
- 001
- Location
- Swanton, OH
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,245,048
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,245,048
- Employer contributions
- $249,607
- Participant contributions
- $463,435
- Total income / additions
- $1,674,537
- Benefits paid
- $206,721
- Administrative expenses
- $40,984
- Total expenses
- $268,585
- Net increase / (decrease)
- $1,405,952
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $40,785 | $0 |
| Ascensus LLC | NONE | $199 | $0 |