S&W Metal Products Partners Profit-Sharing Plan — Form 5500 plan (S&W Metal Products Partners)

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, S&W Metal Products Partners Profit-Sharing Plan is a benefit plan reported by S&W Metal Products Partners under EIN 84-2334643 and plan number 001. The latest loaded filing year is 2023. The filing reports 37 participants and $1,274,674 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
S&W Metal Products Partners
EIN
84-2334643
Plan number
001
Plan type
2
Location
Birdsboro, PA
Latest filing year
2023
Participants
37
End-of-year plan assets
$1,274,674

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202337I20240711103802NAL0009268883001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,274,674
Total liabilities (EOY)
$16,201
Net assets (EOY)
$1,258,473
Net assets (BOY)
$1,009,196

Income & contributions

Employer contributions
$49,980
Participant contributions
$88,718
Total income / additions
$285,697

Expenses & distributions

Benefits paid
$18,367
Administrative expenses
$2,519
Total expenses
$36,420
Net increase / (decrease)
$249,277

Service provider compensation (Schedule C)

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

Related Form 5500 pages