Swift & Staley Governmental Services 401(K) Plan — Form 5500 plan (Swift & Staley 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, Swift & Staley Governmental Services 401(K) Plan is a benefit plan reported by Swift & Staley Inc. under EIN 61-0953661 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $12,543,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swift & Staley Inc.
- EIN
- 61-0953661
- Plan number
- 002
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $12,543,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20240808091309NAL0004745281001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,543,327
- Net assets (EOY)
- $12,543,327
- Net assets (BOY)
- $10,752,301
Income & contributions
- Employer contributions
- $635,432
- Participant contributions
- $850,649
- Total contributions
- $1,574,652
- Total income / additions
- $3,506,048
Expenses & distributions
- Benefits paid
- $1,592,443
- Administrative expenses
- $45,894
- Total expenses
- $1,715,022
- Net increase / (decrease)
- $1,791,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $31,046 | $0 | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $12,498 | $0 | 2023 |
| Retirement Management Services, LLC | CONTRACT ADMIN | $9,025 | $0 | 2023 |