2023 Form 5500 filing — Swaner Hardwood Co., Inc. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802052115NAL0015739795001) for Swaner Hardwood Co., Inc. Profit Sharing Plan, reported by Swaner Hardwood Co., Inc. under EIN 95-2562601 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.2MReported net assets$11,229,856
Participants194
Provider compensation$3.3K3 Schedule C row(s)$3,334
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240802052115NAL0015739795001
Plan sponsor
Swaner Hardwood Co., Inc.
EIN
95-2562601
Plan number
001
Location
Burbank, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$870.7K
Benefits paid / distributions$855.2K
Contributions
Employer$67.2K
Participant$445.5K
Full reported line items
Total assets (EOY)
$11,229,856
Total liabilities (EOY)
$0
Net assets (EOY)
$11,229,856
Employer contributions
$67,170
Participant contributions
$445,539
Total income / additions
$2,151,160
Benefits paid
$855,193
Administrative expenses
$3,335
Total expenses
$870,706
Net increase / (decrease)
$1,280,454
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $3.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240802052115NAL0015739795001 cover?
It is the 2023 Form 5500 filing for Swaner Hardwood Co., Inc. Profit Sharing Plan, reported by Swaner Hardwood Co., Inc. (EIN 95-2562601).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages