2023 Form 5500 filing — Swanson Russell 401(K) Retirement 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 20241009163117NAL0010843363001) for Swanson Russell 401(K) Retirement Plan, reported by Swanson Russell under EIN 47-0467331 and plan number 001. It reports 226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009163117NAL0010843363001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swanson Russell
- EIN
- 47-0467331
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,478,749
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,478,749
- Employer contributions
- $178,549
- Participant contributions
- $1,041,698
- Total income / additions
- $5,033,150
- Benefits paid
- $5,286,598
- Administrative expenses
- $35,204
- Total expenses
- $5,321,926
- Net increase / (decrease)
- -$288,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| D.A. Davidson & Co. | RETAINED BY EMPLOYER | $27,967 | not reported in the loaded dataset |
| John Hancock Retirement Plan Servic | RETAINED BY PLAN SPONSOR | $7,237 | $0 |