Swinerton 401(K) & Savings Plan — Form 5500 plan (Swinerton 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, Swinerton 401(K) & Savings Plan is a benefit plan reported by Swinerton Incorporated under EIN 93-1132374 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,690 participants and $747,596,913 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swinerton Incorporated
- EIN
- 93-1132374
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, CA
- Latest filing year
- 2023
- Participants
- 3,690
- End-of-year plan assets
- $747,596,913
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,690 | H, C | 20241015151538NAL0028899393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $747,596,913
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $747,596,913
- Net assets (BOY)
- $687,351,304
Income & contributions
- Employer contributions
- $31,048,100
- Participant contributions
- $26,111,489
- Total contributions
- $77,475,714
- Total income / additions
- $152,978,000
Expenses & distributions
- Benefits paid
- $88,678,753
- Administrative expenses
- $633,463
- Total expenses
- $89,312,216
- Net increase / (decrease)
- $63,665,784
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $633,463 | $3,847 | 2023 |
| Nfp Retirement | INVESTMENT ADVISORY | $0 | $57,500 | 2023 |
| Moss Adams | ACCOUNTANT | $0 | $34,715 | 2023 |
| Chartwell Financial Advisory, Inc | VALUATION SERVICES | $0 | $18,500 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swinerton Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Concord, CA
- Principal Life Insurance Company — Schedule C compensation
- Nfp Retirement — Schedule C compensation
- Moss Adams — Schedule C compensation
- Chartwell Financial Advisory, Inc — Schedule C compensation