2023 Form 5500 filing — Swiderski Equipment, Inc. Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240927111142NAL0001197411001) for Swiderski Equipment, Inc. Savings And Retirement Plan, reported by Swiderski Equipment, Inc. under EIN 39-1125456 and plan number 001. It reports 177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$12.7MReported net assets$12,688,317
Participants177
Provider compensation$9791 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240927111142NAL0001197411001
- Plan sponsor
- Swiderski Equipment, Inc.
- EIN
- 39-1125456
- Plan number
- 001
- Location
- Little Chute, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,688,317
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,688,317
- Employer contributions
- $140,825
- Participant contributions
- $1,059,290
- Total income / additions
- $2,936,504
- Benefits paid
- $560,406
- Administrative expenses
- $57,821
- Total expenses
- $618,227
- Net increase / (decrease)
- $2,318,277
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $979 | $0 |