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, Swanson, Martin & Bell, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Swanson, Martin & Bell, Llp under EIN 36-3825975 and plan number 001. The latest loaded filing year is 2023. The filing reports 260 participants and $80,688,925 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $80,688,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,688,925
- Net assets (BOY)
- $73,060,515
Income & contributions
- Employer contributions
- $1,923,568
- Participant contributions
- $1,893,696
- Total contributions
- $3,817,264
- Total income / additions
- $16,796,834
Expenses & distributions
- Benefits paid
- $9,115,135
- Administrative expenses
- $53,289
- Total expenses
- $9,168,424
- Net increase / (decrease)
- $7,628,410