Swan Products LLC 401(K) Plan — Form 5500 plan (Swan Products 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, Swan Products LLC 401(K) Plan is a benefit plan reported by Swan Products LLC under EIN 30-0762206 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $5,391,352 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swan Products LLC
- EIN
- 30-0762206
- Plan number
- 001
- Plan type
- 2
- Location
- Sandy Springs, GA
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $5,391,352
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H, C | 20241014233249NAL0015667507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,391,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,391,352
- Net assets (BOY)
- $4,555,608
Income & contributions
- Employer contributions
- $194,028
- Participant contributions
- $618,415
- Total contributions
- $812,443
- Total income / additions
- $1,611,646
Expenses & distributions
- Benefits paid
- $697,243
- Administrative expenses
- $51,589
- Total expenses
- $775,902
- Net increase / (decrease)
- $835,744
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,667 | $0 | 2023 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $12,031 | $15 | 2023 |