Square Deal Machining, Inc. 401(K) Plan — Form 5500 plan (Square Deal Machining, 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, Square Deal Machining, Inc. 401(K) Plan is a benefit plan reported by Square Deal Machining, Inc under EIN 16-1556543 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $5,491,883 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Square Deal Machining, Inc
EIN
16-1556543
Plan number
001
Plan type
2
Location
Marathon, NY
Latest filing year
2023
Participants
137
End-of-year plan assets
$5,491,883

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241014072724NAL0014598627001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,491,883
Total liabilities (EOY)
$0
Net assets (EOY)
$5,491,883
Net assets (BOY)
$2,318,934

Income & contributions

Employer contributions
$197,460
Participant contributions
$350,540
Total contributions
$2,724,517
Total income / additions
$3,357,840

Expenses & distributions

Benefits paid
$165,902
Administrative expenses
$18,989
Total expenses
$184,891
Net increase / (decrease)
$3,172,949

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nbt Bank. N.A.NONE$18,989not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023
Epic Retirement Plan ServicesNONE$0$02023

Related Form 5500 pages