Swafford-Kientzy Machine And Fabrication Inc. Retirement Plan — Form 5500 plan (Swafford-Kientzy Machine And Fabrication 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, Swafford-Kientzy Machine And Fabrication Inc. Retirement Plan is a benefit plan reported by Swafford-Kientzy Machine And Fabrication Inc. under EIN 82-1963516 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $999,464 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swafford-Kientzy Machine And Fabrication Inc.
- EIN
- 82-1963516
- Plan number
- 001
- Plan type
- 2
- Location
- Troy, MO
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $999,464
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240306123815NAL0030142704001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $999,464
- Net assets (EOY)
- $999,464
- Net assets (BOY)
- $609,096
Income & contributions
- Employer contributions
- $22,000
- Total income / additions
- $390,368
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $390,368
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.