Swoboda, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Swoboda, Inc.)
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, Swoboda, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Swoboda, Inc. under EIN 38-3353972 and plan number 001. The latest loaded filing year is 2023. The filing reports 144 participants and $7,109,249 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swoboda, Inc.
- EIN
- 38-3353972
- Plan number
- 001
- Plan type
- 2
- Location
- Kentwood, MI
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $7,109,249
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20250905100639NAL0017015697001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,109,249
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,109,249
- Net assets (BOY)
- $5,552,435
Income & contributions
- Employer contributions
- $154,413
- Participant contributions
- $617,802
- Total contributions
- $774,237
- Total income / additions
- $2,335,672
Expenses & distributions
- Benefits paid
- $738,941
- Administrative expenses
- $39,917
- Total expenses
- $778,858
- Net increase / (decrease)
- $1,556,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $24,209 | $0 | 2023 |
| Kestra Investment Services | ADVISOR | $8,935 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $6,773 | $0 | 2023 |
| Wilshire Associates Inc | INVESTMENT ADVISOR | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swoboda, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Kentwood, MI
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services — Schedule C compensation
- John Hancock — Schedule C compensation
- Wilshire Associates Inc — Schedule C compensation