2023 Form 5500 filing — Swc Group, Lp Retirement Savings 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 20241015085233NAL0047097856002) for Swc Group, Lp Retirement Savings Plan, reported by Swc Group, Lp under EIN 80-0946676 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015085233NAL0047097856002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Swc Group, Lp
- EIN
- 80-0946676
- Plan number
- 001
- Location
- Carrollton, TX
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,366,985
- Net assets (EOY)
- $3,366,985
- Employer contributions
- $113,701
- Participant contributions
- $302,683
- Total income / additions
- $897,037
- Benefits paid
- $221,354
- Administrative expenses
- $92,737
- Total expenses
- $314,091
- Net increase / (decrease)
- $582,946
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $55,704 | $0 |
| Definiti LLC | NONE | $35,996 | $0 |
| Shade Tree Partners LLC | CONSULTANT | $0 | $8,968 |