Swa Group Employee Stock Ownership Plan — Form 5500 plan (Swa Group)
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, Swa Group Employee Stock Ownership Plan is a benefit plan reported by Swa Group under EIN 94-1483448 and plan number 001. The latest loaded filing year is 2023. The filing reports 394 participants and $33,188,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swa Group
- EIN
- 94-1483448
- Plan number
- 001
- Plan type
- 2
- Location
- Sausalito, CA
- Latest filing year
- 2023
- Participants
- 394
- End-of-year plan assets
- $33,188,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 394 | H | 20250402124715NAL0004909571001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,188,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,188,373
- Net assets (BOY)
- $30,991,413
Income & contributions
- Employer contributions
- $2,951,672
- Total contributions
- $2,951,672
- Total income / additions
- $3,656,315
Expenses & distributions
- Benefits paid
- $1,147,255
- Administrative expenses
- $535
- Total expenses
- $1,147,790
- Net increase / (decrease)
- $2,508,525
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.