2023 Form 5500 filing — Swp-Jpi-Lef-Swd 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 20241004134517NAL0012287729001) for Swp-Jpi-Lef-Swd 401(K) Plan, reported by Rbk, Inc. under EIN 35-2079038 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,679,161
Participants314
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004134517NAL0012287729001
Plan sponsor
Rbk, Inc.
EIN
35-2079038
Plan number
001
Location
Syracuse, IN
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)$2.7M total assets
Net assets$2.7MLiabilities$19.4K
Money in vs. money out
Total income / additions$792.8K
Total expenses$238.7K
Benefits paid / distributions$194.1K
Contributions
Employer$122K
Participant$295.3K
Full reported line items
Total assets (EOY)
$2,698,560
Total liabilities (EOY)
$19,399
Net assets (EOY)
$2,679,161
Employer contributions
$121,985
Participant contributions
$295,321
Total income / additions
$792,766
Benefits paid
$194,110
Administrative expenses
$25,161
Total expenses
$238,670
Net increase / (decrease)
$554,096
Schedule C

Reported service provider compensation

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

  1. 1
    BROKER/ADVISOR
  2. 2
  3. 3
    CONTRACT ADMIN

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004134517NAL0012287729001 cover?
It is the 2023 Form 5500 filing for Swp-Jpi-Lef-Swd 401(K) Plan, reported by Rbk, Inc. (EIN 35-2079038).
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