Plan5500

Swca, Inc. 401(K) Plan — Form 5500 plan (Swca, Incorporated)

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, Swca, Inc. 401(K) Plan is a benefit plan reported by Swca, Incorporated under EIN 86-0483317 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,572 participants and $61,650,057 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swca, Incorporated
EIN
86-0483317
Plan number
001
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
1,572
End-of-year plan assets
$61,650,057

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,572H, C20240813125424NAL0010435889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$61,650,057
Total liabilities (EOY)
$0
Net assets (EOY)
$61,650,057
Net assets (BOY)
$49,579,816

Income & contributions

Participant contributions
$6,634,211
Total contributions
$9,472,481
Total income / additions
$18,570,907

Expenses & distributions

Benefits paid
$6,424,738
Administrative expenses
$75,928
Total expenses
$6,500,666
Net increase / (decrease)
$12,070,241

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial PartnersINVESTMENT ADVISORY$62,707not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$13,221$02023

Related Form 5500 pages