2023 Form 5500 filing — Swanson Group, Inc. And Affiliated Companies Employee 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 20241015185640NAL0029436577001) for Swanson Group, Inc. And Affiliated Companies Employee Savings Plan, reported by Swanson Group, Inc. under EIN 93-0475444 and plan number 002. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185640NAL0029436577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swanson Group, Inc.
- EIN
- 93-0475444
- Plan number
- 002
- Location
- Roseburg, OR
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $60,845,266
- Net assets (EOY)
- $60,845,266
- Employer contributions
- $2,287,308
- Participant contributions
- $3,399,743
- Total income / additions
- $15,507,870
- Benefits paid
- $4,219,823
- Administrative expenses
- $150,964
- Total expenses
- $4,380,897
- Net increase / (decrease)
- $11,126,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $96,458 | not reported in the loaded dataset |
| Hall, Macgregor | NONE | $39,579 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $15,000 | not reported in the loaded dataset |