Swva, Inc. Management 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. Management Retirement Plan is a benefit plan reported by Swva, Inc. under EIN 55-0621605 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swva, Inc.
- EIN
- 55-0621605
- Plan number
- 002
- Plan type
- 2
- Location
- Huntington, WV
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20241004191226NAL0021172176001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $20,727,469
Income & contributions
- Employer contributions
- $562,993
- Participant contributions
- $668,779
- Total contributions
- $1,425,815
- Total income / additions
- $6,118,358
Expenses & distributions
- Benefits paid
- $11,020,545
- Administrative expenses
- $11,290
- Total expenses
- $11,031,835
- Net increase / (decrease)
- -$4,913,477
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $11,190 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $100 | $0 | 2023 |