2023 Form 5500 filing — Swords To Plowshares 403(B) 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 20250403133806NAL0019969234001) for Swords To Plowshares 403(B) Plan, reported by Swords To Plowshares under EIN 94-2260626 and plan number 001. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403133806NAL0019969234001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swords To Plowshares
- EIN
- 94-2260626
- Plan number
- 001
- Location
- San Francisco, CA
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,507,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,507,480
- Employer contributions
- $482,000
- Participant contributions
- $483,811
- Total income / additions
- $2,079,157
- Benefits paid
- $593,462
- Administrative expenses
- $27,427
- Total expenses
- $620,889
- Net increase / (decrease)
- $1,458,268
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,497 | $0 |
| Peery & Associates Inc | TPA | $8,550 | not reported in the loaded dataset |
| Lincoln National Corporation | SERVICE PROVIDER | $675 | $0 |