Swbg, LLC 401(K) Plan — Form 5500 plan (Swbg, 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, Swbg, LLC 401(K) Plan is a benefit plan reported by Swbg, LLC under EIN 38-3958040 and plan number 001. The latest loaded filing year is 2023. The filing reports 16,281 participants and $262,521,555 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swbg, LLC
EIN
38-3958040
Plan number
001
Plan type
2
Location
Orlando, FL
Latest filing year
2023
Participants
16,281
End-of-year plan assets
$262,521,555

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202316,281H, C20250502103933NAL0006405232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$262,521,555
Total liabilities (EOY)
$0
Net assets (EOY)
$262,521,555
Net assets (BOY)
$237,193,196

Income & contributions

Employer contributions
$2,678,653
Participant contributions
$10,166,056
Total contributions
$13,321,616
Total income / additions
$50,909,454

Expenses & distributions

Benefits paid
$25,008,099
Administrative expenses
$472,210
Total expenses
$25,581,095
Net increase / (decrease)
$25,328,359

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$385,200$02023
Alliant Insurance Services IncNONE$87,500not reported in the loaded dataset2023

Related Form 5500 pages