Plan5500

The Swan Group Retirement Plan — Form 5500 plan (The Swan Group, 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, The Swan Group Retirement Plan is a benefit plan reported by The Swan Group, LLC under EIN 45-2558188 and plan number 001. The latest loaded filing year is 2023. The filing reports 390 participants and $114,595,328 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Swan Group, LLC
EIN
45-2558188
Plan number
001
Plan type
2
Location
Randolph, MA
Latest filing year
2023
Participants
390
End-of-year plan assets
$114,595,328

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023390H, C20241011123644NAL0022747665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,595,328
Total liabilities (EOY)
$0
Net assets (EOY)
$114,595,328
Net assets (BOY)
$101,371,755

Income & contributions

Employer contributions
$4,405,398
Participant contributions
$3,134,443
Total contributions
$8,439,992
Total income / additions
$25,833,282

Expenses & distributions

Benefits paid
$12,548,540
Administrative expenses
$55,070
Total expenses
$12,609,709
Net increase / (decrease)
$13,223,573

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$77,953$02023

Related Form 5500 pages