Plan5500

Swartz Supply Co., Inc. Employee Benefit Plan — Form 5500 plan (Swartz Supply Co., Inc.)

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 Supply Co., Inc. Employee Benefit Plan is a benefit plan reported by Swartz Supply Co., Inc. under EIN 23-1581476 and plan number 501. The latest loaded filing year is 2023. The filing reports 31 participants and $22,286 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swartz Supply Co., Inc.
EIN
23-1581476
Plan number
501
Plan type
2
Location
Harrisburg, PA
Latest filing year
2023
Participants
31
End-of-year plan assets
$22,286

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202331I, C20240716091555NAL0005945778001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$22,286
Total liabilities (EOY)
$213,528
Net assets (EOY)
-$191,242
Net assets (BOY)
$0

Income & contributions

Employer contributions
$186,007
Participant contributions
$95,924
Total income / additions
$282,727

Expenses & distributions

Benefits paid
$331,875
Administrative expenses
$2,454
Total expenses
$473,969
Net increase / (decrease)
-$191,242

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Brown & Brown (Pa)BROKER$15,133not reported in the loaded dataset2023
The Benecon GroupBROKER$10,221not reported in the loaded dataset2023
Capital BluecrossADMIN$2,454not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$2,233not reported in the loaded dataset2023

Related Form 5500 pages