Swbc Professional Employer Services 401(K) Plan — Form 5500 plan (Swbc Professional Employer Services V, 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, Swbc Professional Employer Services 401(K) Plan is a benefit plan reported by Swbc Professional Employer Services V, LLC under EIN 27-3708085 and plan number 333. The latest loaded filing year is 2023. The filing reports 12,623 participants and $154,983,104 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swbc Professional Employer Services V, LLC
- EIN
- 27-3708085
- Plan number
- 333
- Plan type
- 3
- Location
- Bulverde, TX
- Latest filing year
- 2023
- Participants
- 12,623
- End-of-year plan assets
- $154,983,104
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,623 | H, C | 20241015141401NAL0048337760001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $154,983,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,983,104
- Net assets (BOY)
- $116,034,076
Income & contributions
- Employer contributions
- $6,363,418
- Participant contributions
- $16,418,773
- Total contributions
- $25,454,737
- Total income / additions
- $46,980,387
Expenses & distributions
- Benefits paid
- $13,829,729
- Administrative expenses
- $738,263
- Total expenses
- $14,692,497
- Net increase / (decrease)
- $32,287,890
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Slavic Integrated Administration | TPA | $586,788 | not reported in the loaded dataset | 2023 |
| Fiduciary Partners Retirement Group | INV ADVISORY | $55,298 | not reported in the loaded dataset | 2023 |
| Fiduciary Partners Inv Consulting | INV ADVISORY | $55,298 | not reported in the loaded dataset | 2023 |
| Slavic Mutual Fund Management Corp. | INVESTMENT MGMT | $33,987 | not reported in the loaded dataset | 2023 |
| Swbc Professional Employer Services | PLAN ADMINISTRATOR | $6,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swbc Professional Employer Services V, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Bulverde, TX
- Slavic Integrated Administration — Schedule C compensation
- Fiduciary Partners Retirement Group — Schedule C compensation
- Fiduciary Partners Inv Consulting — Schedule C compensation
- Slavic Mutual Fund Management Corp. — Schedule C compensation
- Swbc Professional Employer Services — Schedule C compensation