2023 Form 5500 filing — Swanson Industries, Inc. Pension 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 20250211070625NAL0009818979001) for Swanson Industries, Inc. Pension Plan, reported by Swanson Industries, Inc. under EIN 55-0770512 and plan number 001. It reports 305 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250211070625NAL0009818979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swanson Industries, Inc.
- EIN
- 55-0770512
- Plan number
- 001
- Location
- Morgantown, WV
- Participants
- 305
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,453,411
- Total liabilities (EOY)
- $5,245
- Net assets (EOY)
- $8,448,166
- Employer contributions
- $159,000
- Participant contributions
- $0
- Total income / additions
- $1,260,401
- Benefits paid
- $879,331
- Administrative expenses
- $20,333
- Total expenses
- $899,664
- Net increase / (decrease)
- $360,737
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Wealth Management | NONE | $20,333 | not reported in the loaded dataset |