Swa Group Profit Sharing And Savings Plan — Form 5500 plan (Swa Group)
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, Swa Group Profit Sharing And Savings Plan is a benefit plan reported by Swa Group under EIN 94-1483448 and plan number 002. The latest loaded filing year is 2023. The filing reports 419 participants and $82,130,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swa Group
- EIN
- 94-1483448
- Plan number
- 002
- Plan type
- 2
- Location
- Sausalito, CA
- Latest filing year
- 2023
- Participants
- 419
- End-of-year plan assets
- $82,130,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 419 | H, C | 20250312150609NAL0038403842001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $82,130,965
- Net assets (EOY)
- $82,130,965
- Net assets (BOY)
- $80,673,091
Income & contributions
- Employer contributions
- $1,928,772
- Participant contributions
- $1,442,800
- Total contributions
- $3,388,686
- Total income / additions
- $13,913,445
Expenses & distributions
- Benefits paid
- $12,756,304
- Administrative expenses
- $10,832
- Total expenses
- $12,767,136
- Net increase / (decrease)
- $1,146,309
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $10,832 | not reported in the loaded dataset | 2023 |