2023 Form 5500 filing — Sussek Machine Company Plant Employee Savings 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 20241009123750NAL0032640304001) for Sussek Machine Company Plant Employee Savings Plan, reported by Sussek Machine Company, LLC under EIN 80-0871159 and plan number 003. It reports 153 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)$4.2MReported net assets$4,182,782
Participants153
Provider compensation$35.4K3 Schedule C row(s)$35,414
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009123750NAL0032640304001
- Plan sponsor
- Sussek Machine Company, LLC
- EIN
- 80-0871159
- Plan number
- 003
- Location
- Waterloo, 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)$4.2M total assets
Net assets$4.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,182,782
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,182,782
- Employer contributions
- $131,229
- Participant contributions
- $91,829
- Total income / additions
- $887,506
- Benefits paid
- $771,235
- Administrative expenses
- $40,455
- Total expenses
- $812,882
- Net increase / (decrease)
- $74,624
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $17,464 | $0 |
| Nfp Retirement Inc. | CONTRACT ADMIN | $11,809 | $3,922 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $2,219 | not reported in the loaded dataset |