Swbr Architecture, Engineering & Landscape Architecture, D.P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Swbr Architecture, Engineering & Landscape Architecture, D.P.C.)

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, Swbr Architecture, Engineering & Landscape Architecture, D.P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Swbr Architecture, Engineering & Landscape Architecture, D.P.C. under EIN 16-1016675 and plan number 001. The latest loaded filing year is 2023. The filing reports 130 participants and $22,113,218 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swbr Architecture, Engineering & Landscape Architecture, D.P.C.
EIN
16-1016675
Plan number
001
Plan type
2
Location
Rochester, NY
Latest filing year
2023
Participants
130
End-of-year plan assets
$22,113,218

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20241011115157NAL0044192274001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,113,218
Total liabilities (EOY)
$0
Net assets (EOY)
$22,113,218
Net assets (BOY)
$18,659,636

Income & contributions

Employer contributions
$122,683
Participant contributions
$940,555
Total contributions
$1,064,783
Total income / additions
$4,498,173

Expenses & distributions

Benefits paid
$1,027,389
Administrative expenses
$17,202
Total expenses
$1,044,591
Net increase / (decrease)
$3,453,582

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
BpasRECORDKEEPER$17,202$02023

Related Form 5500 pages