Swanton Welding & Machining Co., Inc. 401(K) Plan — Form 5500 plan (Swanton Welding And Machining Co., 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, Swanton Welding & Machining Co., Inc. 401(K) Plan is a benefit plan reported by Swanton Welding And Machining Co., Inc. under EIN 34-1374577 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $8,245,048 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swanton Welding And Machining Co., Inc.
EIN
34-1374577
Plan number
001
Plan type
2
Location
Swanton, OH
Latest filing year
2023
Participants
204
End-of-year plan assets
$8,245,048

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241015152909NAL0028935297001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,245,048
Total liabilities (EOY)
$0
Net assets (EOY)
$8,245,048
Net assets (BOY)
$6,839,096

Income & contributions

Employer contributions
$249,607
Participant contributions
$463,435
Total contributions
$713,042
Total income / additions
$1,674,537

Expenses & distributions

Benefits paid
$206,721
Administrative expenses
$40,984
Total expenses
$268,585
Net increase / (decrease)
$1,405,952

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$40,785$02023
Ascensus LLCNONE$199$02023

Related Form 5500 pages