Swords To Plowshares 403(B) Plan — Form 5500 plan (Swords To Plowshares)
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, Swords To Plowshares 403(B) Plan is a benefit plan reported by Swords To Plowshares under EIN 94-2260626 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $9,507,480 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9.5MPlan net assets, end of year$9,507,480
Participants266Covered participants reported
Assets / participant$35.7KComputed: assets ÷ participants$35,742 (computed)
Provider compensation$33.7K3 Schedule C provider row(s)$33,722
- Plan sponsor
- Swords To Plowshares
- EIN
- 94-2260626
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20250403133806NAL0019969234001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9.5M total assets
Net assets$9.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,507,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,507,480
- Net assets (BOY)
- $8,049,212
Income & contributions
- Employer contributions
- $482,000
- Participant contributions
- $483,811
- Total contributions
- $978,097
- Total income / additions
- $2,079,157
Expenses & distributions
- Benefits paid
- $593,462
- Administrative expenses
- $27,427
- Total expenses
- $620,889
- Net increase / (decrease)
- $1,458,268
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
50%50%
Employer 50%Participant 50%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,497 | $0 | 2023 |
| Peery & Associates Inc | TPA | $8,550 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swords To Plowshares
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Peery & Associates Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation