Swiss-American Cdmo 401(K) Savings Plan — Form 5500 plan (Swiss-American Cdmo, LLC)
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, Swiss-American Cdmo 401(K) Savings Plan is a benefit plan reported by Swiss-American Cdmo, LLC under EIN 47-5678076 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $6,237,426 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swiss-American Cdmo, LLC
- EIN
- 47-5678076
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, TX
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $6,237,426
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20241007081518NAL0007415363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,237,426
- Net assets (EOY)
- $6,237,426
- Net assets (BOY)
- $4,663,333
Income & contributions
- Employer contributions
- $334,394
- Participant contributions
- $540,204
- Total contributions
- $1,119,065
- Total income / additions
- $1,942,031
Expenses & distributions
- Benefits paid
- $295,067
- Administrative expenses
- $52,739
- Total expenses
- $367,938
- Net increase / (decrease)
- $1,574,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Definiti LLC | CONTRACT ADMIN | $21,067 | $0 | 2023 |
| Prospera Financial Services | INVESTMENT ADVISOR | $20,897 | $0 | 2023 |
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $4,160 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $888 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swiss-American Cdmo, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Carrollton, TX
- Definiti LLC — Schedule C compensation
- Prospera Financial Services — Schedule C compensation
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation