Surface Mount Technology Corporation 401k Plan And Trust — Form 5500 plan (Surface Mount Technology Corporation)
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, Surface Mount Technology Corporation 401k Plan And Trust is a benefit plan reported by Surface Mount Technology Corporation under EIN 39-1884929 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $4,638,420 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surface Mount Technology Corporation
- EIN
- 39-1884929
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $4,638,420
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241014083140NAL0052804274001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,638,420
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,638,420
- Net assets (BOY)
- $3,721,002
Income & contributions
- Employer contributions
- $64,181
- Participant contributions
- $494,392
- Total contributions
- $558,573
- Total income / additions
- $1,297,286
Expenses & distributions
- Benefits paid
- $355,772
- Administrative expenses
- $24,096
- Total expenses
- $379,868
- Net increase / (decrease)
- $917,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Feucht Financial Group, LLC | INVESTMENT ADVISOR | $15,615 | not reported in the loaded dataset | 2023 |
| Pension Inc. | THIRD PARTY ADMINISTRATO | $8,424 | $0 | 2023 |