2023 Form 5500 filing — Swartley Bros. Engineers, Inc. Employee 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 20241014132820NAL0027390385001) for Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan, reported by Swartley Bros. Engineers, Inc. under EIN 23-1296376 and plan number 001. It reports 306 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014132820NAL0027390385001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swartley Bros. Engineers, Inc.
- EIN
- 23-1296376
- Plan number
- 001
- Location
- Souderton, PA
- Participants
- 306
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,468,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,468,984
- Participant contributions
- $888,294
- Total income / additions
- $3,078,409
- Benefits paid
- $1,280,256
- Administrative expenses
- $48,056
- Total expenses
- $1,334,377
- Net increase / (decrease)
- $1,744,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $48,056 | $0 |
| Wells Fargo Clearing Services LLC | INVESTMENT ADVISORY | $0 | $24,060 |