Plan5500

Swanson Group, Inc. And Affiliated Companies Employee Savings Plan — Form 5500 plan (Swanson Group, 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, Swanson Group, Inc. And Affiliated Companies Employee Savings Plan is a benefit plan reported by Swanson Group, Inc. under EIN 93-0475444 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,021 participants and $60,845,266 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Swanson Group, Inc.
EIN
93-0475444
Plan number
002
Plan type
2
Location
Roseburg, OR
Latest filing year
2023
Participants
1,021
End-of-year plan assets
$60,845,266

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,021H, C20241015185640NAL0029436577001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$60,845,266
Net assets (EOY)
$60,845,266
Net assets (BOY)
$49,718,293

Income & contributions

Employer contributions
$2,287,308
Participant contributions
$3,399,743
Total contributions
$6,561,897
Total income / additions
$15,507,870

Expenses & distributions

Benefits paid
$4,219,823
Administrative expenses
$150,964
Total expenses
$4,380,897
Net increase / (decrease)
$11,126,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services IncNONE$96,458not reported in the loaded dataset2023
Hall, MacgregorNONE$39,579not reported in the loaded dataset2023
Moss Adams LlpNONE$15,000not reported in the loaded dataset2023

Related Form 5500 pages