Swanson Health Products, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Swanson Health Products, 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, Swanson Health Products, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Swanson Health Products, Inc. under EIN 45-0324367 and plan number 001. The latest loaded filing year is 2023. The filing reports 609 participants and $24,329,288 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swanson Health Products, Inc.
- EIN
- 45-0324367
- Plan number
- 001
- Plan type
- 2
- Location
- Fargo, ND
- Latest filing year
- 2023
- Participants
- 609
- End-of-year plan assets
- $24,329,288
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 609 | H, C | 20241015190405NAL0029454641003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,329,288
- Net assets (EOY)
- $24,329,288
- Net assets (BOY)
- $21,344,206
Income & contributions
- Employer contributions
- $541,256
- Participant contributions
- $1,591,981
- Total contributions
- $2,908,320
- Total income / additions
- $8,389,772
Expenses & distributions
- Benefits paid
- $5,311,788
- Administrative expenses
- $92,902
- Total expenses
- $5,404,690
- Net increase / (decrease)
- $2,985,082
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Hays Financial Group, LLC | NONE | $18,453 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services, In | NONE | $10,755 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $10 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swanson Health Products, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in ND
- 401(k) and benefit plan filings in Fargo, ND
- The Hays Financial Group, LLC — Schedule C compensation
- Schwab Retirement Plan Services, In — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation