2023 Form 5500 filing — Swift & Staley Governmental Services 401(K) 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 20240808091309NAL0004745281001) for Swift & Staley Governmental Services 401(K) Plan, reported by Swift & Staley Inc. under EIN 61-0953661 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808091309NAL0004745281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swift & Staley Inc.
- EIN
- 61-0953661
- Plan number
- 002
- Location
- Paducah, KY
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,543,327
- Net assets (EOY)
- $12,543,327
- Employer contributions
- $635,432
- Participant contributions
- $850,649
- Total income / additions
- $3,506,048
- Benefits paid
- $1,592,443
- Administrative expenses
- $45,894
- Total expenses
- $1,715,022
- Net increase / (decrease)
- $1,791,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $31,046 | $0 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $12,498 | $0 |
| Retirement Management Services, LLC | CONTRACT ADMIN | $9,025 | $0 |