2023 Form 5500 filing — Swank Enterprises, Inc. Employee Stock Ownership 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 20240806112612NAL0001340083001) for Swank Enterprises, Inc. Employee Stock Ownership 401(K) Plan, reported by Swank Enterprises Inc under EIN 81-0302197 and plan number 008. It reports 0 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.9MReported net assets$24,885,094
Participants0
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240806112612NAL0001340083001
Plan sponsor
Swank Enterprises Inc
EIN
81-0302197
Plan number
008
Location
Valier, MT
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.9M total assets
Net assets$24.9MLiabilities$16.3K
Money in vs. money out
Total income / additions$4.2M
Total expenses$150
Benefits paid / distributionsNot reported
Contributions
Employer$6.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$24,901,365
Total liabilities (EOY)
$16,271
Net assets (EOY)
$24,885,094
Employer contributions
$6,174
Total income / additions
$4,241,174
Total expenses
$150
Net increase / (decrease)
$4,241,024

Related Form 5500 pages