Plan5500

Skyward, Inc. 401(K) Plan — Form 5500 plan (Skyward, 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, Skyward, Inc. 401(K) Plan is a benefit plan reported by Skyward, Inc. under EIN 39-1471992 and plan number 001. The latest loaded filing year is 2023. The filing reports 737 participants and $93,176,059 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Skyward, Inc.
EIN
39-1471992
Plan number
001
Plan type
2
Location
Stevens Point, WI
Latest filing year
2023
Participants
737
End-of-year plan assets
$93,176,059

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023737H, C20240722094026NAL0009757073001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$93,176,059
Net assets (EOY)
$93,176,059
Net assets (BOY)
$75,310,747

Income & contributions

Employer contributions
$1,490,785
Participant contributions
$4,709,316
Total contributions
$6,719,724
Total income / additions
$20,698,199

Expenses & distributions

Benefits paid
$2,685,264
Administrative expenses
$147,623
Total expenses
$2,832,887
Net increase / (decrease)
$17,865,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Associated Trust Company, N.A.NONE$155,243$02023

Related Form 5500 pages