Swlachs Retirement Plan — Form 5500 plan (Swla Center For Health Services)
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, Swlachs Retirement Plan is a benefit plan reported by Swla Center For Health Services under EIN 72-1015384 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $5,499,623 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swla Center For Health Services
- EIN
- 72-1015384
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $5,499,623
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241002130033NAL0008803793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,499,623
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,499,623
- Net assets (BOY)
- $4,179,376
Income & contributions
- Employer contributions
- $434,676
- Participant contributions
- $504,116
- Total contributions
- $938,792
- Total income / additions
- $1,721,816
Expenses & distributions
- Benefits paid
- $370,616
- Administrative expenses
- $30,953
- Total expenses
- $401,569
- Net increase / (decrease)
- $1,320,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sharebuilder Advisor LLC | NONE | $24,473 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $6,615 | $10,436 | 2023 |