Swiss Village, Inc 403(B) Plan — Form 5500 plan (Swiss Village, Inc)

Plain-English plan 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, Swiss Village, Inc 403(B) Plan is a benefit plan reported by Swiss Village, Inc under EIN 35-1118472 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $6,698,393 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swiss Village, Inc
EIN
35-1118472
Plan number
001
Plan type
2
Location
Berne, IN
Latest filing year
2023
Participants
333
End-of-year plan assets
$6,698,393

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023333H, C20241009121837NAL0032607104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,698,393
Total liabilities (EOY)
$0
Net assets (EOY)
$6,698,393
Net assets (BOY)
$5,518,839

Income & contributions

Employer contributions
$233,877
Participant contributions
$376,957
Total contributions
$610,834
Total income / additions
$1,567,688

Expenses & distributions

Benefits paid
$385,159
Administrative expenses
$2,471
Total expenses
$388,134
Net increase / (decrease)
$1,179,554

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ascensus LLCNONE$2,471$652023

Related Form 5500 pages