Plan5500

Swoon Group, LLC Retirement Plan — Form 5500 plan (Swoon Group, 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, Swoon Group, LLC Retirement Plan is a benefit plan reported by Swoon Group, LLC under EIN 27-0610400 and plan number 001. The latest loaded filing year is 2023. The filing reports 629 participants and $6,992,091 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swoon Group, LLC
EIN
27-0610400
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
629
End-of-year plan assets
$6,992,091

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023629H, C20241015144514NAL0048467568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,992,091
Total liabilities (EOY)
$74,977
Net assets (EOY)
$6,917,114
Net assets (BOY)
$5,221,559

Income & contributions

Employer contributions
$352,082
Participant contributions
$1,425,432
Total contributions
$1,836,971
Total income / additions
$2,995,036

Expenses & distributions

Benefits paid
$1,263,512
Administrative expenses
$35,969
Total expenses
$1,299,481
Net increase / (decrease)
$1,695,555

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma SecuritiesINVESTMENT ADVISOR$24,912not reported in the loaded dataset2023
Shore Tompkins Actuarial ResourcesCONTRACT ADMIN$8,532not reported in the loaded dataset2023
Capital Research And Management CoRECORDKEEPER$2,750$02023

Related Form 5500 pages