2023 Form 5500 filing — Swinerton 401(K) & Savings 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 20241015151538NAL0028899393001) for Swinerton 401(K) & Savings Plan, reported by Swinerton Incorporated under EIN 93-1132374 and plan number 001. It reports 3,690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151538NAL0028899393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swinerton Incorporated
- EIN
- 93-1132374
- Plan number
- 001
- Location
- Concord, CA
- Participants
- 3,690
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $747,596,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $747,596,913
- Employer contributions
- $31,048,100
- Participant contributions
- $26,111,489
- Total income / additions
- $152,978,000
- Benefits paid
- $88,678,753
- Administrative expenses
- $633,463
- Total expenses
- $89,312,216
- Net increase / (decrease)
- $63,665,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $633,463 | $3,847 |
| Nfp Retirement | INVESTMENT ADVISORY | $0 | $57,500 |
| Moss Adams | ACCOUNTANT | $0 | $34,715 |
| Chartwell Financial Advisory, Inc | VALUATION SERVICES | $0 | $18,500 |