2023 Form 5500 filing — S.W. Management LLC 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 20241009134832NAL0018470225001) for S.W. Management LLC Profit Sharing Plan, reported by S.W. Management LLC under EIN 13-3919718 and plan number 001. It reports 167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009134832NAL0018470225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S.W. Management LLC
- EIN
- 13-3919718
- Plan number
- 001
- Location
- New Rochelle, NY
- Participants
- 167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,920,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,920,382
- Employer contributions
- $858,395
- Total income / additions
- $3,100,057
- Benefits paid
- $161,614
- Administrative expenses
- $4,023
- Total expenses
- $165,637
- Net increase / (decrease)
- $2,934,420
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Standard Pension Services LLC | THIRD PARTY ADMINISTRATO | $0 | $6,812 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 |