Swc Group, Lp Retirement Savings Plan — Form 5500 plan (Swc Group, Lp)

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, Swc Group, Lp Retirement Savings Plan is a benefit plan reported by Swc Group, Lp under EIN 80-0946676 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $3,366,985 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swc Group, Lp
EIN
80-0946676
Plan number
001
Plan type
3
Location
Carrollton, TX
Latest filing year
2023
Participants
662
End-of-year plan assets
$3,366,985

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023662H, C20241015085233NAL0047097856002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,366,985
Net assets (EOY)
$3,366,985
Net assets (BOY)
$2,784,039

Income & contributions

Employer contributions
$113,701
Participant contributions
$302,683
Total contributions
$416,384
Total income / additions
$897,037

Expenses & distributions

Benefits paid
$221,354
Administrative expenses
$92,737
Total expenses
$314,091
Net increase / (decrease)
$582,946

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$55,704$02023
Definiti LLCNONE$35,996$02023
Shade Tree Partners LLCCONSULTANT$0$8,9682023

Related Form 5500 pages