2023 Form 5500 filing — Swiss Automation, Inc. 401(K) 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 20240930145254NAL0005683761001) for Swiss Automation, Inc. 401(K) Plan, reported by Swiss Automation, Inc. under EIN 36-2994700 and plan number 001. It reports 323 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930145254NAL0005683761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swiss Automation, Inc.
- EIN
- 36-2994700
- Plan number
- 001
- Location
- Barrington, IL
- Participants
- 323
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,012,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,012,343
- Employer contributions
- $153,133
- Participant contributions
- $496,088
- Total income / additions
- $1,556,672
- Benefits paid
- $359,344
- Administrative expenses
- $725
- Total expenses
- $363,111
- Net increase / (decrease)
- $1,193,561
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $725 | $0 |