2023 Form 5500 filing — Surface Mount Technology Corporation 401k Plan And Trust
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 20241014083140NAL0052804274001) for Surface Mount Technology Corporation 401k Plan And Trust, reported by Surface Mount Technology Corporation under EIN 39-1884929 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083140NAL0052804274001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surface Mount Technology Corporation
- EIN
- 39-1884929
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,638,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,638,420
- Employer contributions
- $64,181
- Participant contributions
- $494,392
- Total income / additions
- $1,297,286
- Benefits paid
- $355,772
- Administrative expenses
- $24,096
- Total expenses
- $379,868
- Net increase / (decrease)
- $917,418
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Feucht Financial Group, LLC | INVESTMENT ADVISOR | $15,615 | not reported in the loaded dataset |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $8,424 | $0 |