Schwieters Companies, Inc. 401(K) Plan — Form 5500 plan (Schwieters Companies, 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, Schwieters Companies, Inc. 401(K) Plan is a benefit plan reported by Schwieters Companies, Inc. under EIN 41-1568981 and plan number 001. The latest loaded filing year is 2023. The filing reports 160 participants and $9,467,971 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Schwieters Companies, Inc.
EIN
41-1568981
Plan number
001
Plan type
2
Location
Hugo, MN
Latest filing year
2023
Participants
160
End-of-year plan assets
$9,467,971

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023160H, C20240930155213NAL0005919905001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,467,971
Total liabilities (EOY)
$0
Net assets (EOY)
$9,467,971
Net assets (BOY)
$7,388,756

Income & contributions

Employer contributions
$201,720
Participant contributions
$738,025
Total contributions
$990,249
Total income / additions
$2,468,384

Expenses & distributions

Benefits paid
$347,080
Administrative expenses
$42,089
Total expenses
$389,169
Net increase / (decrease)
$2,079,215

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Bergankdv Wealth Management LLCADVISOR$27,273not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,816$02023

Related Form 5500 pages