2023 Form 5500 filing — Swim 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 20260415161228NAL0035105618001) for Swim 401(K) Plan, reported by Storm Water Inspection & Maintenanc under EIN 94-3411952 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20260415161228NAL0035105618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Storm Water Inspection & Maintenanc
- EIN
- 94-3411952
- Plan number
- 001
- Location
- Brentwood, CA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,664,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,664,582
- Employer contributions
- $300,000
- Participant contributions
- $182,933
- Total income / additions
- $963,031
- Benefits paid
- $1,468,768
- Administrative expenses
- $116,478
- Total expenses
- $1,585,246
- Net increase / (decrease)
- -$622,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commontwealth Equity Services LLC D | INVESTMENT ADVISOR | $97,109 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $16,220 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,150 | not reported in the loaded dataset |