2023 Form 5500 filing — Swift Response Holdings, Lllp 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 20241030094728NAL0000516049001) for Swift Response Holdings, Lllp 401(K) Plan, reported by Swift Response Holdings, Lllp under EIN 27-5251756 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241030094728NAL0000516049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swift Response Holdings, Lllp
- EIN
- 27-5251756
- Plan number
- 001
- Location
- Weston, FL
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,422,290
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,422,290
- Employer contributions
- $953,683
- Participant contributions
- $603,215
- Total income / additions
- $2,900,681
- Benefits paid
- $28,304
- Administrative expenses
- $3,579
- Total expenses
- $31,883
- Net increase / (decrease)
- $2,868,798
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Servi | RECORDKEEPER | $3,279 | $0 |
| Legacy Retirement Solutions, LLC | CONTRACT ADMIN | $750 | not reported in the loaded dataset |