2023 Form 5500 filing — Swa Group Profit Sharing And 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 20250312150609NAL0038403842001) for Swa Group Profit Sharing And Savings Plan, reported by Swa Group under EIN 94-1483448 and plan number 002. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312150609NAL0038403842001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swa Group
- EIN
- 94-1483448
- Plan number
- 002
- Location
- Sausalito, CA
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $82,130,965
- Net assets (EOY)
- $82,130,965
- Employer contributions
- $1,928,772
- Participant contributions
- $1,442,800
- Total income / additions
- $13,913,445
- Benefits paid
- $12,756,304
- Administrative expenses
- $10,832
- Total expenses
- $12,767,136
- Net increase / (decrease)
- $1,146,309
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $10,832 | not reported in the loaded dataset |