Plan5500

Swansons Employees 401k Plan — Form 5500 plan (Richard E. Swanson Farms, Inc.)

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, Swansons Employees 401k Plan is a benefit plan reported by Richard E. Swanson Farms, Inc. under EIN 94-3006314 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $13,384,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Richard E. Swanson Farms, Inc.
EIN
94-3006314
Plan number
001
Plan type
2
Location
Turlock, CA
Latest filing year
2023
Participants
285
End-of-year plan assets
$13,384,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023285H, C20250410132747NAL0024273249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,384,376
Total liabilities (EOY)
$0
Net assets (EOY)
$13,384,376
Net assets (BOY)
$11,582,140

Income & contributions

Employer contributions
$336,490
Participant contributions
$608,173
Total contributions
$982,599
Total income / additions
$2,988,838

Expenses & distributions

Benefits paid
$1,141,665
Administrative expenses
$44,937
Total expenses
$1,186,602
Net increase / (decrease)
$1,802,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$492not reported in the loaded dataset2023

Related Form 5500 pages