Plan5500

Bswift LLC 401(K) Plan — Form 5500 plan (Bswift 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, Bswift LLC 401(K) Plan is a benefit plan reported by Bswift LLC under EIN 36-4391310 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,011 participants and $46,009,268 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$46MPlan net assets, end of year$46,009,268
Participants1KCovered participants reported1,011
Assets / participant$45.5KComputed: assets ÷ participants$45,509 (computed)
Provider compensation$63.5K2 Schedule C provider row(s)$63,511
Plan sponsor
Bswift LLC
EIN
36-4391310
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,011 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$46M total assets
Net assets$46MLiabilities$0
Money in vs. money out
Total income / additions$47.9M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$2.8M
Participant$5.7M
Full reported line items

Net assets

Total assets (EOY)
$46,009,268
Total liabilities (EOY)
$0
Net assets (EOY)
$46,009,268
Net assets (BOY)
$0

Income & contributions

Employer contributions
$2,800,592
Participant contributions
$5,699,117
Total contributions
$42,317,978
Total income / additions
$47,911,835

Expenses & distributions

Benefits paid
$2,344,265
Administrative expenses
$63,511
Total expenses
$2,427,700
Net increase / (decrease)
$45,484,135
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Empower Annuity Insurance Company O$53.1K
    RECORDKEEPER · Direct $53.1K · Indirect $0
  2. 2
    Empower Advisory Group, LLC$10.4K
    INVESTMENT MGMT · Direct $10.4K

Related Form 5500 pages