How many benefit plans does Swanson Group, Inc. report on Form 5500?

Swanson Group, Inc. (EIN 93-0475444) reports 3 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Swanson Group, Inc.?

The Employer Identification Number (EIN) reported for Swanson Group, Inc. is 93-0475444.

What is the latest Form 5500 filing year for Swanson Group, Inc.?

The latest loaded Form 5500 filing year for Swanson Group, Inc. is 2023.

Swanson Group, 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, Swanson Group, Inc. (EIN 93-0475444) is a plan sponsor located in Roseburg, OR with 3 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: 93-0475444
Location: Roseburg, OR
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $60,845,266
Total reported net assets (EOY): $60,845,266

Contributions & income

Employer contributions: $2,287,308
Participant contributions: $3,399,743
Total income / additions: $15,507,870

Expenses & distributions

Benefits paid / distributions: $4,219,823
Total expenses: $4,380,897
Net increase / (decrease): $11,126,973

Coverage

Total reported participants: 2,415
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 Group, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Swanson Group, Inc. And Affiliated Companies Employee Savings Plan	002	1,021	$60,845,266	2023
Swanson Group, Inc. Medical Plan	501	711	not reported in the loaded dataset	2023
Swanson Group, Inc. Life And Disability Plan	502	683	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Swanson Group, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Swanson Group, Inc. Medical Plan	711	—	20240710103140NAL0022636416001
2023	Swanson Group, Inc. Life And Disability Plan	683	—	20240710103256NAL0023842064001
2023	Swanson Group, Inc. And Affiliated Companies Employee Savings Plan	1,021	H, C	20241015185640NAL0029436577001