Swift Supply 401(K) Retirement Investment Plan — Form 5500 plan (Swift Supply, 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 Supply 401(K) Retirement Investment Plan is a benefit plan reported by Swift Supply, Inc. under EIN 63-1162398 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $2,180,403 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swift Supply, Inc.
EIN
63-1162398
Plan number
001
Plan type
2
Location
Daphne, AL
Latest filing year
2023
Participants
175
End-of-year plan assets
$2,180,403

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241014185040NAL0015438371001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,180,403
Total liabilities (EOY)
$0
Net assets (EOY)
$2,180,403
Net assets (BOY)
$1,614,916

Income & contributions

Employer contributions
$128,358
Participant contributions
$354,535
Total contributions
$482,893
Total income / additions
$766,771

Expenses & distributions

Benefits paid
$170,744
Administrative expenses
$11,587
Total expenses
$201,284
Net increase / (decrease)
$565,487

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$7,221$02023

Related Form 5500 pages