2023 Form 5500 filing — Swank Enterprises Inc Davis-Bacon Pension Plan And Trust
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 20241001115838NAL0003237507001) for Swank Enterprises Inc Davis-Bacon Pension Plan And Trust, reported by Swank Enterprises Inc under EIN 81-0302197 and plan number 006. It reports 428 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)$5.6MReported net assets$5,612,710
Participants428
Provider compensation$92.1K4 Schedule C row(s)$92,091
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241001115838NAL0003237507001
- Plan sponsor
- Swank Enterprises Inc
- EIN
- 81-0302197
- Plan number
- 006
- Location
- Valier, MT
- Received date
- not reported in the loaded dataset
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,612,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,612,710
- Employer contributions
- $518,172
- Participant contributions
- $0
- Total income / additions
- $1,392,439
- Benefits paid
- $731,789
- Administrative expenses
- $74,675
- Total expenses
- $806,464
- Net increase / (decrease)
- $585,975
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Davis Bacon Pension Plans Inc | CONTRACT ADMIN | $32,433 | not reported in the loaded dataset |
| Empower Annuity Insurance | RECORDKEEPER | $26,065 | $0 |
| M Group Investment Advisor LLC | INVESTMENT ADVISOR | $21,060 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,533 | not reported in the loaded dataset |