Swank Enterprises Inc Davis-Bacon Pension Plan And Trust — Form 5500 plan (Swank Enterprises 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, Swank Enterprises Inc Davis-Bacon Pension Plan And Trust is a benefit plan reported by Swank Enterprises Inc under EIN 81-0302197 and plan number 006. The latest loaded filing year is 2023. The filing reports 428 participants and $5,612,710 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swank Enterprises Inc
- EIN
- 81-0302197
- Plan number
- 006
- Plan type
- 2
- Location
- Valier, MT
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $5,612,710
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20241001115838NAL0003237507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,612,710
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,612,710
- Net assets (BOY)
- $5,026,735
Income & contributions
- Employer contributions
- $518,172
- Participant contributions
- $0
- Total contributions
- $578,965
- Total income / additions
- $1,392,439
Expenses & distributions
- Benefits paid
- $731,789
- Administrative expenses
- $74,675
- Total expenses
- $806,464
- Net increase / (decrease)
- $585,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Davis Bacon Pension Plans Inc | CONTRACT ADMIN | $32,433 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance | RECORDKEEPER | $26,065 | $0 | 2023 |
| M Group Investment Advisor LLC | INVESTMENT ADVISOR | $21,060 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12,533 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swank Enterprises Inc
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Valier, MT
- Davis Bacon Pension Plans Inc — Schedule C compensation
- Empower Annuity Insurance — Schedule C compensation
- M Group Investment Advisor LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation