Swva, Inc. Collective Bargaining Unit Retirement Plan — Form 5500 plan (Swva, 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, Swva, Inc. Collective Bargaining Unit Retirement Plan is a benefit plan reported by Swva, Inc. under EIN 55-0621605 and plan number 001. The latest loaded filing year is 2023. The filing reports 665 participants and $48,054,451 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swva, Inc.
EIN
55-0621605
Plan number
001
Plan type
2
Location
Huntington, WV
Latest filing year
2023
Participants
665
End-of-year plan assets
$48,054,451

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023665H, C20250714123630NAL0000874387001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,054,451
Total liabilities (EOY)
$0
Net assets (EOY)
$48,054,451
Net assets (BOY)
$41,059,430

Income & contributions

Employer contributions
$2,044,412
Participant contributions
$1,716,249
Total contributions
$3,849,773
Total income / additions
$14,293,319

Expenses & distributions

Benefits paid
$7,202,687
Administrative expenses
$95,551
Total expenses
$7,298,298
Net increase / (decrease)
$6,995,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$52,798$02023
Pnc Bank National AssociationADVISOR$42,052not reported in the loaded dataset2023

Related Form 5500 pages