2023 Form 5500 filing — Swift Response Holdings, Lllp 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 20241030094728NAL0000516049001) for Swift Response Holdings, Lllp 401(K) Plan, reported by Swift Response Holdings, Lllp under EIN 27-5251756 and plan number 001. It reports 157 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)$9.4MReported net assets$9,422,290
Participants157
Provider compensation$4K2 Schedule C row(s)$4,029
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241030094728NAL0000516049001
- Plan sponsor
- Swift Response Holdings, Lllp
- EIN
- 27-5251756
- Plan number
- 001
- Location
- Weston, FL
- 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)$9.4M total assets
Net assets$9.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,422,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,422,290
- Employer contributions
- $953,683
- Participant contributions
- $603,215
- Total income / additions
- $2,900,681
- Benefits paid
- $28,304
- Administrative expenses
- $3,579
- Total expenses
- $31,883
- Net increase / (decrease)
- $2,868,798
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $3,279 | $0 |
| Legacy Retirement Solutions, LLC | CONTRACT ADMIN | $750 | not reported in the loaded dataset |