Swat 401(K) Plan — Form 5500 plan (Specialty Welding And Turnarounds 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, Swat 401(K) Plan is a benefit plan reported by Specialty Welding And Turnarounds LLC under EIN 46-3110540 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,151 participants and $37,242,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Welding And Turnarounds LLC
- EIN
- 46-3110540
- Plan number
- 001
- Plan type
- 2
- Location
- Gonzales, LA
- Latest filing year
- 2023
- Participants
- 4,151
- End-of-year plan assets
- $37,242,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,151 | H, C | 20241105092401NAL0004576947001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,242,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,242,965
- Net assets (BOY)
- $20,953,108
Income & contributions
- Employer contributions
- $1,923,283
- Participant contributions
- $4,059,021
- Total contributions
- $6,447,942
- Total income / additions
- $11,460,218
Expenses & distributions
- Benefits paid
- $2,599,694
- Administrative expenses
- $77,490
- Total expenses
- $2,722,363
- Net increase / (decrease)
- $8,737,855
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $76,309 | $0 | 2023 |
| Stancorp Financial Group | RECORDKEEPER/BOOK KEEPER | $13,687 | not reported in the loaded dataset | 2023 |
| Wilshire Advisors | INVESTMENT ADVISORY | $0 | $0 | 2023 |
| Morningstar Investment Management L | INV ADV PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialty Welding And Turnarounds LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Gonzales, LA
- Principal Life Insurance Company — Schedule C compensation
- Stancorp Financial Group — Schedule C compensation
- Wilshire Advisors — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation