2023 Form 5500 filing — Swartz Campbell LLC Capital Accumulation 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 20241014092603NAL0045462864001) for Swartz Campbell LLC Capital Accumulation Plan, reported by Swartz Campbell LLC under EIN 23-1141190 and plan number 002. It reports 163 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)$32.5MReported net assets$32,546,343
Participants163
Provider compensation$13K2 Schedule C row(s)$12,956
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014092603NAL0045462864001
- Plan sponsor
- Swartz Campbell LLC
- EIN
- 23-1141190
- Plan number
- 002
- Location
- Philadelphia, PA
- 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)$32.5M total assets
Net assets$32.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $32,546,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,546,343
- Employer contributions
- $219,251
- Participant contributions
- $744,099
- Total income / additions
- $5,957,173
- Benefits paid
- $2,680,690
- Administrative expenses
- $916
- Total expenses
- $2,681,606
- Net increase / (decrease)
- $3,275,567
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $12,956 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 |