2023 Form 5500 filing — Swan Products LLC 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 20241014233249NAL0015667507001) for Swan Products LLC 401(K) Plan, reported by Swan Products LLC under EIN 30-0762206 and plan number 001. It reports 394 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014233249NAL0015667507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swan Products LLC
- EIN
- 30-0762206
- Plan number
- 001
- Location
- Sandy Springs, GA
- Participants
- 394
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,391,352
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,391,352
- Employer contributions
- $194,028
- Participant contributions
- $618,415
- Total income / additions
- $1,611,646
- Benefits paid
- $697,243
- Administrative expenses
- $51,589
- Total expenses
- $775,902
- Net increase / (decrease)
- $835,744
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $43,667 | $0 |
| Wells Fargo Advisors Fin Network | INVESTMENT ADVISORY | $12,031 | $15 |