2023 Form 5500 filing — Swat 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 20241105092401NAL0004576947001) for Swat 401(K) Plan, reported by Specialty Welding And Turnarounds LLC under EIN 46-3110540 and plan number 001. It reports 4,151 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105092401NAL0004576947001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Welding And Turnarounds LLC
- EIN
- 46-3110540
- Plan number
- 001
- Location
- Gonzales, LA
- Participants
- 4,151
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,242,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,242,965
- Employer contributions
- $1,923,283
- Participant contributions
- $4,059,021
- Total income / additions
- $11,460,218
- Benefits paid
- $2,599,694
- Administrative expenses
- $77,490
- Total expenses
- $2,722,363
- Net increase / (decrease)
- $8,737,855
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,309 | $0 |
| Stancorp Financial Group | RECORDKEEPER/BOOK KEEPER | $13,687 | not reported in the loaded dataset |
| Wilshire Advisors | INVESTMENT ADVISORY | $0 | $0 |
| Morningstar Investment Management L | INV ADV PARTICIPANTS | $0 | $0 |