Swords To Plowshares 403(B) Plan — Form 5500 plan (Swords To Plowshares)
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, Swords To Plowshares 403(B) Plan is a benefit plan reported by Swords To Plowshares under EIN 94-2260626 and plan number 001. The latest loaded filing year is 2023. The filing reports 266 participants and $9,507,480 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swords To Plowshares
- EIN
- 94-2260626
- Plan number
- 001
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $9,507,480
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20250403133806NAL0019969234001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,507,480
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,507,480
- Net assets (BOY)
- $8,049,212
Income & contributions
- Employer contributions
- $482,000
- Participant contributions
- $483,811
- Total contributions
- $978,097
- Total income / additions
- $2,079,157
Expenses & distributions
- Benefits paid
- $593,462
- Administrative expenses
- $27,427
- Total expenses
- $620,889
- Net increase / (decrease)
- $1,458,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $24,497 | $0 | 2023 |
| Peery & Associates Inc | TPA | $8,550 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $675 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swords To Plowshares
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Peery & Associates Inc — Schedule C compensation
- Lincoln National Corporation — Schedule C compensation