Swanson Industries, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Swanson Industries, Inc.)

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 Industries, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Swanson Industries, Inc. under EIN 55-0770512 and plan number 002. The latest loaded filing year is 2023. The filing reports 318 participants and $20,185,041 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swanson Industries, Inc.
EIN
55-0770512
Plan number
002
Plan type
2
Location
Morgantown, WV
Latest filing year
2023
Participants
318
End-of-year plan assets
$20,185,041

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318H, C20241007133304NAL0027582816001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,185,041
Total liabilities (EOY)
$0
Net assets (EOY)
$20,185,041
Net assets (BOY)
$17,793,327

Income & contributions

Employer contributions
$871,288
Participant contributions
$975,221
Total contributions
$2,855,800
Total income / additions
$6,467,605

Expenses & distributions

Benefits paid
$4,030,624
Administrative expenses
$45,267
Total expenses
$4,075,891
Net increase / (decrease)
$2,391,714

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
United BankADVISOR$36,516not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$8,751$02023

Related Form 5500 pages