Original filing (PDF)20241230093040NAL0027302896001

SWAN Financial Home

Name: SWAN Financial Home — SWAN Financial Home CBS, Form 5500 (2023)
Creator: SWAN Financial Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SWAN Financial Home CBS Benefit Plan

Health & welfare plan · SWAN Financial Home's SWAN Financial Home CBS Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed SWAN Financial Home's 2023 Form 5500 as plan administrator.

Joseph HSU — 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

SWAN Financial Home's EIN is 03-0529199.

EIN 03-0529199

Plan number 501

Plan year 2023

ACK ID 20241230093040NAL0027302896001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for SWAN Financial Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

SWAN Financial Home's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWAN FINANCIAL HOME.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score