Skyward, Inc. — 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, Skyward, Inc. (EIN 39-1471992) is a plan sponsor located in Stevens Point, WI 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
39-1471992
Location
Stevens Point, WI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$93,176,059
Total reported net assets (EOY)
$93,176,059

Contributions & income

Employer contributions
$1,490,785
Participant contributions
$4,709,316
Total income / additions
$20,698,199

Expenses & distributions

Benefits paid / distributions
$2,685,264
Total expenses
$2,832,887
Net increase / (decrease)
$17,865,312

Coverage

Total reported participants
1,333
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

Skyward, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Skyward, Inc. 401(K) Plan001737$93,176,0592023
Skyward, Inc. Health & Welfare Benefit Plan501596not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Skyward, Inc.
YearPlanParticipantsSchedulesFiling
2023Skyward, Inc. 401(K) Plan737H, C20240722094026NAL0009757073001
2023Skyward, Inc. Health & Welfare Benefit Plan59620250509133912NAL0009955907001

Related Form 5500 pages