2023 Form 5500 filing — Swlachs Retirement 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 20241002130033NAL0008803793001) for Swlachs Retirement Plan, reported by Swla Center For Health Services under EIN 72-1015384 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002130033NAL0008803793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swla Center For Health Services
- EIN
- 72-1015384
- Plan number
- 001
- Location
- Lake Charles, LA
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,499,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,499,623
- Employer contributions
- $434,676
- Participant contributions
- $504,116
- Total income / additions
- $1,721,816
- Benefits paid
- $370,616
- Administrative expenses
- $30,953
- Total expenses
- $401,569
- Net increase / (decrease)
- $1,320,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sharebuilder Advisor LLC | NONE | $24,473 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $6,615 | $10,436 |