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 Employee Stock Ownership Plan And Trust is a benefit plan reported by Swca, Incorporated under EIN 86-0483317 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,345 participants and $107,645,770 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,645,770
- Total liabilities (EOY)
- $92,890
- Net assets (EOY)
- $107,552,880
- Net assets (BOY)
- $75,194,160
Income & contributions
- Employer contributions
- $1,748,141
- Total contributions
- $7,179,757
- Total income / additions
- $37,796,779
Expenses & distributions
- Benefits paid
- $5,406,558
- Administrative expenses
- $31,501
- Total expenses
- $5,438,059
- Net increase / (decrease)
- $32,358,720