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, Swd, Inc. Defined Contribution Plan is a benefit plan reported by Swd, Inc. under EIN 36-3003387 and plan number 002. The latest loaded filing year is 2023. The filing reports 229 participants and $14,223,767 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,223,767
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,223,767
- Net assets (BOY)
- $12,448,994
Income & contributions
- Employer contributions
- $435,883
- Participant contributions
- $542,705
- Total contributions
- $984,725
- Total income / additions
- $2,348,262
Expenses & distributions
- Benefits paid
- $570,390
- Administrative expenses
- $3,099
- Total expenses
- $573,489
- Net increase / (decrease)
- $1,774,773