Cw Suter & Son 401(K) Plan — Form 5500 plan (Cw Suter & Son, 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, Cw Suter & Son 401(K) Plan is a benefit plan reported by Cw Suter & Son, Inc. under EIN 47-0528839 and plan number 001. The latest loaded filing year is 2023. The filing reports 151 participants and $10,995,506 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cw Suter & Son, Inc.
EIN
47-0528839
Plan number
001
Plan type
2
Location
Sioux City, IA
Latest filing year
2023
Participants
151
End-of-year plan assets
$10,995,506

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023151H, C20240925091506NAL0008177363006

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,995,506
Net assets (EOY)
$10,995,506
Net assets (BOY)
$8,622,317

Income & contributions

Employer contributions
$423,073
Participant contributions
$869,108
Total contributions
$1,639,179
Total income / additions
$3,078,932

Expenses & distributions

Benefits paid
$664,377
Administrative expenses
$41,366
Total expenses
$705,743
Net increase / (decrease)
$2,373,189

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Security National BankTRUSTEE$38,630not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$2,736not reported in the loaded dataset2023
Charles Schwab & Co., Inc.CUSTODIAN$0$02023

Related Form 5500 pages