How big is Steve Swasey, Inc.'s plan?

Steve Swasey, Inc.'s plan reported $552K in assets and 33 participants for 2025.

Original filing (PDF)20260209115914NAL0001470225001

Steve Swasey, Inc.

Name: Steve Swasey, Inc. — Steve Swasey, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Steve Swasey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Steve Swasey, Inc. 401(k) Plan

401(k) retirement plan · Steve Swasey, Inc.'s Steve Swasey, Inc. 401(k) Plan held $552K in plan assets for 33 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Kimberly Swasey signed Steve Swasey, Inc.'s 2025 Form 5500 as plan administrator.

Kimberly Swasey — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Steve Swasey, Inc.'s EIN is 01-0416151.

EIN 01-0416151

Plan number 001

Plan year 2025

ACK ID 20260209115914NAL0001470225001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Steve Swasey, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Steve Swasey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVE SWASEY, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off