Bswift LLC 401(K) Plan — Form 5500 plan (Bswift 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, Bswift LLC 401(K) Plan is a benefit plan reported by Bswift LLC under EIN 36-4391310 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,011 participants and $46,009,268 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$46MPlan net assets, end of year$46,009,268
Participants1KCovered participants reported1,011
Assets / participant$45.5KComputed: assets ÷ participants$45,509 (computed)
Provider compensation$63.5K2 Schedule C provider row(s)$63,511
- Plan sponsor
- Bswift LLC
- EIN
- 36-4391310
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,011 | H, C | 20241015100204NAL0028005121001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$46M total assets
Net assets$46MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $46,009,268
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,009,268
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $2,800,592
- Participant contributions
- $5,699,117
- Total contributions
- $42,317,978
- Total income / additions
- $47,911,835
Expenses & distributions
- Benefits paid
- $2,344,265
- Administrative expenses
- $63,511
- Total expenses
- $2,427,700
- Net increase / (decrease)
- $45,484,135
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income5%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $53,142 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $10,369 | not reported in the loaded dataset | 2023 |