Swank Enterprises, Inc. Employee Stock Ownership 401(K) Plan — Form 5500 plan (Swank Enterprises 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, Swank Enterprises, Inc. Employee Stock Ownership 401(K) Plan is a benefit plan reported by Swank Enterprises Inc under EIN 81-0302197 and plan number 008. The latest loaded filing year is 2023. The filing reports 0 participants and $24,901,365 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.9MPlan net assets, end of year$24,885,094
Participants0Covered participants reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Swank Enterprises Inc
EIN
81-0302197
Plan number
008
Plan type
2
Location
Valier, MT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20230I20240806112612NAL0001340083001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.9M total assets
Net assets$24.9MLiabilities$16.3K
Money in vs. money out
Total income / additions$4.2M
Total expenses$150
Benefits paid / distributionsNot reported
Contributions
Employer$6.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$24,901,365
Total liabilities (EOY)
$16,271
Net assets (EOY)
$24,885,094
Net assets (BOY)
$0

Income & contributions

Employer contributions
$6,174
Total income / additions
$4,241,174

Expenses & distributions

Total expenses
$150
Net increase / (decrease)
$4,241,024
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages