Swat Fame, Inc. 401(K) Plan — Form 5500 plan (Swat Fame, 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, Swat Fame, Inc. 401(K) Plan is a benefit plan reported by Swat Fame, Inc. under EIN 95-3327586 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $18,738,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Swat Fame, Inc.
- EIN
- 95-3327586
- Plan number
- 001
- Plan type
- 2
- Location
- City Of Industry, CA
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $18,738,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20240731130145NAL0022252337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,738,378
- Net assets (EOY)
- $18,738,378
- Net assets (BOY)
- $16,228,172
Income & contributions
- Employer contributions
- $90,114
- Participant contributions
- $623,992
- Total contributions
- $714,106
- Total income / additions
- $3,627,095
Expenses & distributions
- Benefits paid
- $1,071,206
- Administrative expenses
- $45,683
- Total expenses
- $1,116,889
- Net increase / (decrease)
- $2,510,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Monarch Corporate Advisors, Inc | INVESTMENT ADVISOR | $20,730 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $15,298 | $0 | 2023 |
| R-Tech Consultants, Inc | CONTRACT ADMINISTRATOR | $4,150 | $5,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,424 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Swat Fame, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in City Of Industry, CA
- Monarch Corporate Advisors, Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- R-Tech Consultants, Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation