How many benefit plans does Swanson, Martin & Bell, Llp report on Form 5500?

Swanson, Martin & Bell, Llp (EIN 36-3825975) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Swanson, Martin & Bell, Llp?

The Employer Identification Number (EIN) reported for Swanson, Martin & Bell, Llp is 36-3825975.

What is the latest Form 5500 filing year for Swanson, Martin & Bell, Llp?

The latest loaded Form 5500 filing year for Swanson, Martin & Bell, Llp is 2023.

Swanson, Martin & Bell, Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Swanson, Martin & Bell, Llp (EIN 36-3825975) is a plan sponsor located in Chicago, IL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 36-3825975
Location: Chicago, IL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $80,688,925
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $80,688,925

Contributions & income

Employer contributions: $1,923,568
Participant contributions: $1,893,696
Total income / additions: $16,796,834

Expenses & distributions

Benefits paid / distributions: $9,115,135
Total expenses: $9,168,424
Net increase / (decrease): $7,628,410

Coverage

Total reported participants: 475
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Swanson, Martin & Bell, Llp plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Swanson, Martin & Bell, Llp 401(K) Profit Sharing Plan	001	260	$80,688,925	2023
Swanson, Martin And Bell, Llp Welfare Plan	501	215	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Swanson, Martin & Bell, Llp
Year	Plan	Participants	Schedules	Filing
2023	Swanson, Martin And Bell, Llp Welfare Plan	215	—	20241001092503NAL0006546369001
2023	Swanson, Martin & Bell, Llp 401(K) Profit Sharing Plan	260	H, C	20241011095743NAL0043877138001