Swartz Campbell LLC Retirement Plan — Form 5500 plan (Swartz Campbell LLC)
Plain-English plan 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, Swartz Campbell LLC Retirement Plan is a benefit plan reported by Swartz Campbell LLC under EIN 23-1141190 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $18,573,803 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swartz Campbell LLC
- EIN
- 23-1141190
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 236
- End-of-year plan assets
- $18,573,803
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 236 | H, C | 20251015065136NAL0004201553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,573,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,573,803
- Net assets (BOY)
- $15,824,530
Income & contributions
- Employer contributions
- $780,350
- Total contributions
- $780,350
- Total income / additions
- $3,817,240
Expenses & distributions
- Benefits paid
- $971,376
- Administrative expenses
- $96,591
- Total expenses
- $1,067,967
- Net increase / (decrease)
- $2,749,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliancebernstein, L.P. | INVESTMENT ADV. | $96,591 | not reported in the loaded dataset | 2023 |