Mcswain Wellness Inc. Retirement Plan — Form 5500 plan (Mcswain Wellness 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, Mcswain Wellness Inc. Retirement Plan is a benefit plan reported by Mcswain Wellness Inc. under EIN 84-2032515 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $313,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mcswain Wellness Inc.
- EIN
- 84-2032515
- Plan number
- 001
- Plan type
- 2
- Location
- Wesley Chapel, FL
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $313,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241126174154NAL0002518707001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $313,779
- Net assets (EOY)
- $313,779
- Net assets (BOY)
- $263,724
Income & contributions
- Participant contributions
- $275
- Total income / additions
- $50,762
Expenses & distributions
- Total expenses
- $707
- Net increase / (decrease)
- $50,055
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.