Swift & Staley Inc. Employee Stock Ownership 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 Inc. Employee Stock Ownership Plan is a benefit plan reported by Swift & Staley Inc. under EIN 61-0953661 and plan number 003. The latest loaded filing year is 2023. The filing reports 73 participants and $55,580,907 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
- 003
- Plan type
- 2
- Location
- Paducah, KY
- Latest filing year
- 2023
- Participants
- 73
- End-of-year plan assets
- $55,580,907
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 73 | I | 20241010073641NAL0035188928001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $55,580,907
- Total liabilities (EOY)
- $7,200,000
- Net assets (EOY)
- $48,380,907
- Net assets (BOY)
- $45,191,239
Income & contributions
- Employer contributions
- $2,367,341
- Participant contributions
- $0
- Total income / additions
- $4,759,894
Expenses & distributions
- Benefits paid
- $1,361,226
- Total expenses
- $1,570,226
- Net increase / (decrease)
- $3,189,668
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.