2023 Form 5500 filing — Sugar Creek Packing Co. 401(K) 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 20241015143018NAL0014845555001) for Sugar Creek Packing Co. 401(K) Plan And Trust, reported by Sugar Creek Packing Co. under EIN 31-1225301 and plan number 001. It reports 1,705 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143018NAL0014845555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sugar Creek Packing Co.
- EIN
- 31-1225301
- Plan number
- 001
- Location
- Washington Court House, OH
- Participants
- 1,705
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,478,528
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,478,528
- Employer contributions
- $1,624,439
- Participant contributions
- $3,118,958
- Total income / additions
- $13,558,689
- Benefits paid
- $2,313,291
- Administrative expenses
- $117,218
- Total expenses
- $2,430,509
- Net increase / (decrease)
- $11,128,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $55,463 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $36,088 | not reported in the loaded dataset |
| Mcgladrey Llp | AUDITOR | $18,008 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,975 | $0 |
| Edward L Etter, George A Biehle, Et | OTHER | $2,684 | not reported in the loaded dataset |