Swim 401(K) Plan — Form 5500 plan (Storm Water Inspection & Maintenanc)
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, Swim 401(K) Plan is a benefit plan reported by Storm Water Inspection & Maintenanc under EIN 94-3411952 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $3,664,582 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Storm Water Inspection & Maintenanc
- EIN
- 94-3411952
- Plan number
- 001
- Plan type
- 2
- Location
- Brentwood, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $3,664,582
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20260415161228NAL0035105618001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,664,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,664,582
- Net assets (BOY)
- $4,286,797
Income & contributions
- Employer contributions
- $300,000
- Participant contributions
- $182,933
- Total contributions
- $482,933
- Total income / additions
- $963,031
Expenses & distributions
- Benefits paid
- $1,468,768
- Administrative expenses
- $116,478
- Total expenses
- $1,585,246
- Net increase / (decrease)
- -$622,215
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commontwealth Equity Services LLC D | INVESTMENT ADVISOR | $97,109 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,220 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,150 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Storm Water Inspection & Maintenanc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brentwood, CA
- Commontwealth Equity Services LLC D — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation