2023 Form 5500 filing — Swk Technologies 401(K) Profit Sharing Plan & Trust
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 20240819204002NAL0004263042001) for Swk Technologies 401(K) Profit Sharing Plan & Trust, reported by Swk Technologies under EIN 41-2137529 and plan number 001. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240819204002NAL0004263042001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swk Technologies
- EIN
- 41-2137529
- Plan number
- 001
- Location
- East Hanover, NJ
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,804,054
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,804,054
- Employer contributions
- $262,602
- Participant contributions
- $1,577,248
- Total income / additions
- $3,599,768
- Benefits paid
- $368,635
- Administrative expenses
- $51,906
- Total expenses
- $420,541
- Net increase / (decrease)
- $3,179,227
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valmark Advisors Inc | ADVISOR | $22,657 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $21,656 | not reported in the loaded dataset |