2023 Form 5500 filing — Swartz Campbell LLC Retirement 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 20251015065136NAL0004201553001) for Swartz Campbell LLC Retirement Plan, reported by Swartz Campbell LLC under EIN 23-1141190 and plan number 001. It reports 236 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015065136NAL0004201553001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Swartz Campbell LLC
- EIN
- 23-1141190
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 236
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,573,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,573,803
- Employer contributions
- $780,350
- Total income / additions
- $3,817,240
- Benefits paid
- $971,376
- Administrative expenses
- $96,591
- Total expenses
- $1,067,967
- Net increase / (decrease)
- $2,749,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alliancebernstein, L.P. | INVESTMENT ADV. | $96,591 | not reported in the loaded dataset |