Jl Schwieters Construction 401(K) Profit Sharing Plan — Form 5500 plan (Jl Schwieters Construction, 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, Jl Schwieters Construction 401(K) Profit Sharing Plan is a benefit plan reported by Jl Schwieters Construction, Inc. under EIN 41-1530151 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $17,262,837 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Jl Schwieters Construction, Inc.
EIN
41-1530151
Plan number
001
Plan type
2
Location
Hugo, MN
Latest filing year
2023
Participants
409
End-of-year plan assets
$17,262,837

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023409H, C20241011115129NAL0010883475001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,262,837
Total liabilities (EOY)
$48,195
Net assets (EOY)
$17,214,642
Net assets (BOY)
$14,429,826

Income & contributions

Employer contributions
$288,828
Participant contributions
$905,495
Total contributions
$1,234,701
Total income / additions
$3,701,487

Expenses & distributions

Benefits paid
$874,628
Administrative expenses
$42,043
Total expenses
$916,671
Net increase / (decrease)
$2,784,816

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Securities America Advisor IncADVISOR$31,492not reported in the loaded dataset2023
Abdo LlpACCOUNTANT/AUDITOR$5,521not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$5,029$02023

Related Form 5500 pages