2023 Form 5500 filing — Swat Fame, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731130145NAL0022252337001) for Swat Fame, Inc. 401(K) Plan, reported by Swat Fame, Inc. under EIN 95-3327586 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731130145NAL0022252337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swat Fame, Inc.
- EIN
- 95-3327586
- Plan number
- 001
- Location
- City Of Industry, CA
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,738,378
- Net assets (EOY)
- $18,738,378
- Employer contributions
- $90,114
- Participant contributions
- $623,992
- Total income / additions
- $3,627,095
- Benefits paid
- $1,071,206
- Administrative expenses
- $45,683
- Total expenses
- $1,116,889
- Net increase / (decrease)
- $2,510,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Monarch Corporate Advisors, Inc | INVESTMENT ADVISOR | $20,730 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,298 | $0 |
| R-Tech Consultants, Inc | CONTRACT ADMINISTRATOR | $4,150 | $5,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,424 | $0 |