Southworth International Group, Inc. 401k — Form 5500 plan (Southworth International Group, Inc.)

Plain-English plan 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, Southworth International Group, Inc. 401k is a benefit plan reported by Southworth International Group, Inc. under EIN 01-0419894 and plan number 003. The latest loaded filing year is 2023. The filing reports 382 participants and $19,147,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southworth International Group, Inc.
EIN
01-0419894
Plan number
003
Plan type
2
Location
Falmouth, ME
Latest filing year
2023
Participants
382
End-of-year plan assets
$19,147,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023382H, C20250310082107NAL0009637555001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,147,730
Total liabilities (EOY)
$0
Net assets (EOY)
$19,147,730
Net assets (BOY)
$16,318,215

Income & contributions

Employer contributions
$690,943
Participant contributions
$1,332,795
Total contributions
$2,052,200
Total income / additions
$5,043,753

Expenses & distributions

Benefits paid
$2,166,398
Administrative expenses
$47,770
Total expenses
$2,214,238
Net increase / (decrease)
$2,829,515

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$14,345$02023
Strategic Advisors, Inc.ADVISOR$7,820not reported in the loaded dataset2023

Related Form 5500 pages