Swanson Russell 401(K) Retirement Plan — Form 5500 plan (Swanson Russell)
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, Swanson Russell 401(K) Retirement Plan is a benefit plan reported by Swanson Russell under EIN 47-0467331 and plan number 001. The latest loaded filing year is 2023. The filing reports 226 participants and $20,478,749 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swanson Russell
- EIN
- 47-0467331
- Plan number
- 001
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 226
- End-of-year plan assets
- $20,478,749
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241009163117NAL0010843363001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,478,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,478,749
- Net assets (BOY)
- $20,767,525
Income & contributions
- Employer contributions
- $178,549
- Participant contributions
- $1,041,698
- Total contributions
- $1,333,977
- Total income / additions
- $5,033,150
Expenses & distributions
- Benefits paid
- $5,286,598
- Administrative expenses
- $35,204
- Total expenses
- $5,321,926
- Net increase / (decrease)
- -$288,776
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| D.A. Davidson & Co. | RETAINED BY EMPLOYER | $27,967 | not reported in the loaded dataset | 2023 |
| John Hancock Retirement Plan Servic | RETAINED BY PLAN SPONSOR | $7,237 | $0 | 2023 |