How many benefit plans does The Swift Group Holdings, LLC report on Form 5500?

The Swift Group Holdings, LLC (EIN 83-4250369) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for The Swift Group Holdings, LLC?

The Employer Identification Number (EIN) reported for The Swift Group Holdings, LLC is 83-4250369.

What is the latest Form 5500 filing year for The Swift Group Holdings, LLC?

The latest loaded Form 5500 filing year for The Swift Group Holdings, LLC is 2023.

The Swift Group Holdings, LLC — 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, The Swift Group Holdings, LLC (EIN 83-4250369) is a plan sponsor located in Herdon, VA with 1 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: 83-4250369
Location: Herdon, VA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,642,350
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,642,350

Contributions & income

Employer contributions: $1,286,754
Participant contributions: $2,047,967
Total income / additions: $6,812,707

Expenses & distributions

Benefits paid / distributions: $1,657,802
Total expenses: $1,724,888
Net increase / (decrease): $5,087,819

Coverage

Total reported participants: 363
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

The Swift Group Holdings, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
The Swift Group 401(K) Profit Sharing Plan	001	220	$15,642,350	2023
The Swift Group Wrap Benefit Plan	501	143	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 The Swift Group Holdings, LLC
Year	Plan	Participants	Schedules	Filing
2023	The Swift Group 401(K) Profit Sharing Plan	220	H, C	20241011092655NAL0022484289001
2023	The Swift Group Wrap Benefit Plan	143	—	20250124070039NAL0004486995001