C.W. Suter & Son, Inc. Employee Stock Ownership Plan — Form 5500 plan (C.W. Suter & Son, 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, C.W. Suter & Son, Inc. Employee Stock Ownership Plan is a benefit plan reported by C.W. Suter & Son, Inc. under EIN 47-0528839 and plan number 002. The latest loaded filing year is 2023. The filing reports 145 participants and $4,892,250 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$8.5MPlan net assets, end of year-$8,458,310
Participants145Covered participants reported
Assets / participant$33.7KComputed: assets ÷ participants$33,740 (computed)
Provider compensationNone reported
Plan sponsor
C.W. Suter & Son, Inc.
EIN
47-0528839
Plan number
002
Plan type
2
Location
Sioux City, IA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    145 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4.9M total assets
Net assets-$8.5MLiabilities$13.4M
Money in vs. money out
Total income / additions-$10.4M
Total expenses$243.2K
Benefits paid / distributions$9.1K
Contributions
Employer$2.9M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$4,892,250
Total liabilities (EOY)
$13,350,560
Net assets (EOY)
-$8,458,310
Net assets (BOY)
$2,150,499

Income & contributions

Employer contributions
$2,884,354
Total contributions
$2,884,354
Total income / additions
-$10,365,645

Expenses & distributions

Benefits paid
$9,120
Administrative expenses
$0
Total expenses
$243,164
Net increase / (decrease)
-$10,608,809
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages