2023 Form 5500 filing — Swa Group Employee Stock Ownership 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 20250402124715NAL0004909571001) for Swa Group Employee Stock Ownership Plan, reported by Swa Group under EIN 94-1483448 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20250402124715NAL0004909571001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swa Group
- EIN
- 94-1483448
- Plan number
- 001
- Location
- Sausalito, CA
- Participants
- 394
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,188,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,188,373
- Employer contributions
- $2,951,672
- Total income / additions
- $3,656,315
- Benefits paid
- $1,147,255
- Administrative expenses
- $535
- Total expenses
- $1,147,790
- Net increase / (decrease)
- $2,508,525
- Schedule source
- Schedule H