Sussek Machine Company Plant Employee Savings Plan — Form 5500 plan (Sussek Machine Company, 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, Sussek Machine Company Plant Employee Savings Plan is a benefit plan reported by Sussek Machine Company, LLC under EIN 80-0871159 and plan number 003. The latest loaded filing year is 2023. The filing reports 153 participants and $4,182,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sussek Machine Company, LLC
EIN
80-0871159
Plan number
003
Plan type
2
Location
Waterloo, WI
Latest filing year
2023
Participants
153
End-of-year plan assets
$4,182,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023153H, C20241009123750NAL0032640304001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,182,782
Total liabilities (EOY)
$0
Net assets (EOY)
$4,182,782
Net assets (BOY)
$4,108,158

Income & contributions

Employer contributions
$131,229
Participant contributions
$91,829
Total contributions
$287,358
Total income / additions
$887,506

Expenses & distributions

Benefits paid
$771,235
Administrative expenses
$40,455
Total expenses
$812,882
Net increase / (decrease)
$74,624

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins Co Of AmericaRECORDKEEPER$17,464$02023
Nfp Retirement Inc.CONTRACT ADMIN$11,809$3,9222023
Empower Advisory Group, LLCINVESTMENT MANAGER$2,219not reported in the loaded dataset2023

Related Form 5500 pages