The Suter Company Employees' Savings & Retirement Plan — Form 5500 plan (The Suter Company, 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, The Suter Company Employees' Savings & Retirement Plan is a benefit plan reported by The Suter Company, Inc. under EIN 36-2319132 and plan number 001. The latest loaded filing year is 2023. The filing reports 405 participants and $14,245,082 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Suter Company, Inc.
EIN
36-2319132
Plan number
001
Plan type
2
Location
Sycamore, IL
Latest filing year
2023
Participants
405
End-of-year plan assets
$14,245,082

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023405H, C20240814150801NAL0025728642001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,245,082
Total liabilities (EOY)
$0
Net assets (EOY)
$14,245,082
Net assets (BOY)
$14,196,981

Income & contributions

Employer contributions
$356
Participant contributions
$910,807
Total contributions
$996,011
Total income / additions
$3,521,133

Expenses & distributions

Benefits paid
$3,415,809
Administrative expenses
$49,264
Total expenses
$3,473,032
Net increase / (decrease)
$48,101

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Oneamerica Retirement Services, LLCNONE$25,175not reported in the loaded dataset2023
Qualified Plan AdvisorsNONE$24,089not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages