Swiderski Equipment, Inc. Savings And Retirement Plan — Form 5500 plan (Swiderski Equipment, 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, Swiderski Equipment, Inc. Savings And Retirement Plan is a benefit plan reported by Swiderski Equipment, Inc. under EIN 39-1125456 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $12,688,317 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swiderski Equipment, Inc.
EIN
39-1125456
Plan number
001
Plan type
2
Location
Little Chute, WI
Latest filing year
2023
Participants
177
End-of-year plan assets
$12,688,317

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023177H, C20240927111142NAL0001197411001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,688,317
Total liabilities (EOY)
$0
Net assets (EOY)
$12,688,317
Net assets (BOY)
$10,370,040

Income & contributions

Employer contributions
$140,825
Participant contributions
$1,059,290
Total contributions
$1,355,255
Total income / additions
$2,936,504

Expenses & distributions

Benefits paid
$560,406
Administrative expenses
$57,821
Total expenses
$618,227
Net increase / (decrease)
$2,318,277

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock UsaRECORDKEEPER$979$02023

Related Form 5500 pages