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, Swartley Bros. Engineers, Inc. Employee Profit Sharing Plan is a benefit plan reported by Swartley Bros. Engineers, Inc. under EIN 23-1296376 and plan number 001. The latest loaded filing year is 2023. The filing reports 306 participants and $16,468,984 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,468,984
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,468,984
- Net assets (BOY)
- $14,724,952
Income & contributions
- Participant contributions
- $888,294
- Total contributions
- $1,265,399
- Total income / additions
- $3,078,409
Expenses & distributions
- Benefits paid
- $1,280,256
- Administrative expenses
- $48,056
- Total expenses
- $1,334,377
- Net increase / (decrease)
- $1,744,032