Plan5500

2023 Form 5500 filing — Swbc Professional Employer Services 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 20241015141401NAL0048337760001) for Swbc Professional Employer Services 401(K) Plan, reported by Swbc Professional Employer Services V, LLC under EIN 27-3708085 and plan number 333. It reports 12,623 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015141401NAL0048337760001
Filing year
2023
Form type
3
Plan sponsor
Swbc Professional Employer Services V, LLC
EIN
27-3708085
Plan number
333
Location
Bulverde, TX
Participants
12,623
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$154,983,104
Total liabilities (EOY)
$0
Net assets (EOY)
$154,983,104
Employer contributions
$6,363,418
Participant contributions
$16,418,773
Total income / additions
$46,980,387
Benefits paid
$13,829,729
Administrative expenses
$738,263
Total expenses
$14,692,497
Net increase / (decrease)
$32,287,890
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Slavic Integrated AdministrationTPA$586,788not reported in the loaded dataset
Fiduciary Partners Retirement GroupINV ADVISORY$55,298not reported in the loaded dataset
Fiduciary Partners Inv ConsultingINV ADVISORY$55,298not reported in the loaded dataset
Slavic Mutual Fund Management Corp.INVESTMENT MGMT$33,987not reported in the loaded dataset
Swbc Professional Employer ServicesPLAN ADMINISTRATOR$6,892not reported in the loaded dataset

Related Form 5500 pages