S.W. Anderson Company Savings Plan And Trust — Form 5500 plan (S.W. Anderson Company)
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, S.W. Anderson Company Savings Plan And Trust is a benefit plan reported by S.W. Anderson Company under EIN 36-2304591 and plan number 001. The latest loaded filing year is 2023. The filing reports 117 participants and $13,989,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.W. Anderson Company
- EIN
- 36-2304591
- Plan number
- 001
- Plan type
- 2
- Location
- Bolingbrook, IL
- Latest filing year
- 2023
- Participants
- 117
- End-of-year plan assets
- $13,989,463
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 117 | I | 20240503164305NAL0033979106001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $13,989,463
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,989,463
- Net assets (BOY)
- $11,691,923
Income & contributions
- Employer contributions
- $475,884
- Participant contributions
- $786,013
- Total income / additions
- $3,625,786
Expenses & distributions
- Benefits paid
- $1,323,070
- Administrative expenses
- $5,176
- Total expenses
- $1,328,246
- Net increase / (decrease)
- $2,297,540
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.