S.W. Management LLC Profit Sharing Plan — Form 5500 plan (S.W. Management LLC)
Plain-English plan 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, S.W. Management LLC Profit Sharing Plan is a benefit plan reported by S.W. Management LLC under EIN 13-3919718 and plan number 001. The latest loaded filing year is 2023. The filing reports 167 participants and $16,920,382 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S.W. Management LLC
- EIN
- 13-3919718
- Plan number
- 001
- Plan type
- 2
- Location
- New Rochelle, NY
- Latest filing year
- 2023
- Participants
- 167
- End-of-year plan assets
- $16,920,382
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 167 | H, C | 20241009134832NAL0018470225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,920,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,920,382
- Net assets (BOY)
- $13,985,962
Income & contributions
- Employer contributions
- $858,395
- Total contributions
- $858,395
- Total income / additions
- $3,100,057
Expenses & distributions
- Benefits paid
- $161,614
- Administrative expenses
- $4,023
- Total expenses
- $165,637
- Net increase / (decrease)
- $2,934,420
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Standard Pension Services LLC | THIRD PARTY ADMINISTRATO | $0 | $6,812 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $0 | $0 | 2023 |