2023 Form 5500 filing — Swezey Experiences 401k
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 20250325104924NAL0014004129001) for Swezey Experiences 401k, reported by Swezey Experiences, Inc. under EIN 83-1709170 and plan number 001. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$213KReported net assets$212,968
Participants1
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20250325104924NAL0014004129001
- Plan sponsor
- Swezey Experiences, Inc.
- EIN
- 83-1709170
- Plan number
- 001
- Location
- Port Charlotte, FL
- Received date
- not reported in the loaded dataset
How to read this filing
- This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
- Schedule chips (Sch H / I / C) show which schedules this filing includes.
- Net assets = total assets minus total liabilities (Schedule H/I).
- Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
- For the plan's full history, open the plan profile.
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$213K total assets
Net assets$213KLiabilities$0
Full reported line items
- Total assets (EOY)
- $212,968
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $212,968
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $158,895
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $158,895
Frequently asked questions
- What does EFAST2 acknowledgement 20250325104924NAL0014004129001 cover?
- It is the 2023 Form 5500 filing for Swezey Experiences 401k, reported by Swezey Experiences, Inc. (EIN 83-1709170).
- Which Form 5500 schedules are attached to this 2023 filing?
- Attached schedules in the loaded dataset include Schedule I (small plan financials).