2023 Form 5500 filing — Swords To Plowshares 403(B) 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 20250403133806NAL0019969234001) for Swords To Plowshares 403(B) Plan, reported by Swords To Plowshares under EIN 94-2260626 and plan number 001. It reports 266 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)$9.5MReported net assets$9,507,480
Participants266
Provider compensation$33.7K3 Schedule C row(s)$33,722
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250403133806NAL0019969234001
- Plan sponsor
- Swords To Plowshares
- EIN
- 94-2260626
- Plan number
- 001
- Location
- San Francisco, CA
- 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)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $9,507,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,507,480
- Employer contributions
- $482,000
- Participant contributions
- $483,811
- Total income / additions
- $2,079,157
- Benefits paid
- $593,462
- Administrative expenses
- $27,427
- Total expenses
- $620,889
- Net increase / (decrease)
- $1,458,268
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,497 | $0 |
| Peery & Associates Inc | TPA | $8,550 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $675 | $0 |