Swift Roofing Of E-Town, Inc. Retirement Savings Plan — Form 5500 plan (Swift Roofing Of E-Town, 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, Swift Roofing Of E-Town, Inc. Retirement Savings Plan is a benefit plan reported by Swift Roofing Of E-Town, Inc. under EIN 61-1070245 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $4,593,374 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swift Roofing Of E-Town, Inc.
EIN
61-1070245
Plan number
002
Plan type
2
Location
Elizabethtown, KY
Latest filing year
2023
Participants
202
End-of-year plan assets
$4,593,374

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023202H, C20240821161336NAL0002070547001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,593,374
Total liabilities (EOY)
$0
Net assets (EOY)
$4,593,374
Net assets (BOY)
$3,688,299

Income & contributions

Employer contributions
$250,072
Participant contributions
$155,529
Total contributions
$405,601
Total income / additions
$1,031,478

Expenses & distributions

Benefits paid
$87,205
Administrative expenses
$39,198
Total expenses
$126,403
Net increase / (decrease)
$905,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beneco Systems, LLCNONE$39,198not reported in the loaded dataset2023

Related Form 5500 pages