2023 Form 5500 filing — Jl Schwieters Construction 401(K) Profit Sharing 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 20241011115129NAL0010883475001) for Jl Schwieters Construction 401(K) Profit Sharing Plan, reported by Jl Schwieters Construction, Inc. under EIN 41-1530151 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011115129NAL0010883475001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Jl Schwieters Construction, Inc.
- EIN
- 41-1530151
- Plan number
- 001
- Location
- Hugo, MN
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,262,837
- Total liabilities (EOY)
- $48,195
- Net assets (EOY)
- $17,214,642
- Employer contributions
- $288,828
- Participant contributions
- $905,495
- Total income / additions
- $3,701,487
- Benefits paid
- $874,628
- Administrative expenses
- $42,043
- Total expenses
- $916,671
- Net increase / (decrease)
- $2,784,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Securities America Advisor Inc | ADVISOR | $31,492 | not reported in the loaded dataset |
| Abdo Llp | ACCOUNTANT/AUDITOR | $5,521 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,029 | $0 |