Swiss Automation, Inc. 401(K) Plan — Form 5500 plan (Swiss Automation, 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 Automation, Inc. 401(K) Plan is a benefit plan reported by Swiss Automation, Inc. under EIN 36-2994700 and plan number 001. The latest loaded filing year is 2023. The filing reports 323 participants and $7,012,343 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swiss Automation, Inc.
EIN
36-2994700
Plan number
001
Plan type
2
Location
Barrington, IL
Latest filing year
2023
Participants
323
End-of-year plan assets
$7,012,343

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023323H, C20240930145254NAL0005683761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,012,343
Total liabilities (EOY)
$0
Net assets (EOY)
$7,012,343
Net assets (BOY)
$5,818,782

Income & contributions

Employer contributions
$153,133
Participant contributions
$496,088
Total contributions
$649,221
Total income / additions
$1,556,672

Expenses & distributions

Benefits paid
$359,344
Administrative expenses
$725
Total expenses
$363,111
Net increase / (decrease)
$1,193,561

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$725$02023

Related Form 5500 pages