Swift Response Holdings, Lllp 401(K) Plan — Form 5500 plan (Swift Response Holdings, Lllp)

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, Swift Response Holdings, Lllp 401(K) Plan is a benefit plan reported by Swift Response Holdings, Lllp under EIN 27-5251756 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $9,422,290 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swift Response Holdings, Lllp
EIN
27-5251756
Plan number
001
Plan type
2
Location
Weston, FL
Latest filing year
2023
Participants
157
End-of-year plan assets
$9,422,290

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20241030094728NAL0000516049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,422,290
Total liabilities (EOY)
$0
Net assets (EOY)
$9,422,290
Net assets (BOY)
$6,553,492

Income & contributions

Employer contributions
$953,683
Participant contributions
$603,215
Total contributions
$1,625,985
Total income / additions
$2,900,681

Expenses & distributions

Benefits paid
$28,304
Administrative expenses
$3,579
Total expenses
$31,883
Net increase / (decrease)
$2,868,798

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan ServiRECORDKEEPER$3,279$02023
Legacy Retirement Solutions, LLCCONTRACT ADMIN$750not reported in the loaded dataset2023

Related Form 5500 pages