2023 Form 5500 filing — The Swan Group 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 20241011123644NAL0022747665001) for The Swan Group Retirement Plan, reported by The Swan Group, LLC under EIN 45-2558188 and plan number 001. It reports 390 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011123644NAL0022747665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Swan Group, LLC
- EIN
- 45-2558188
- Plan number
- 001
- Location
- Randolph, MA
- Participants
- 390
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $114,595,328
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $114,595,328
- Employer contributions
- $4,405,398
- Participant contributions
- $3,134,443
- Total income / additions
- $25,833,282
- Benefits paid
- $12,548,540
- Administrative expenses
- $55,070
- Total expenses
- $12,609,709
- Net increase / (decrease)
- $13,223,573
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $77,953 | $0 |