How big is Jason Swelstad PLLC's plan?

Jason Swelstad PLLC's plan reported $1.4M in assets and 12 participants for 2025.

Original filing (PDF)20260515061840NAL0009003505001

Jason Swelstad PLLC

Name: Jason Swelstad PLLC — Jason Swelstad PLLC 401(k), Form 5500 (2025)
Creator: Jason Swelstad PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason Swelstad PLLC 401(k) Retirement Plan

401(k) retirement plan · Jason Swelstad PLLC's Jason Swelstad PLLC 401(k) Retirement Plan held $1.4M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jason Swelstad signed Jason Swelstad PLLC's 2025 Form 5500 as plan administrator.

Jason Swelstad — 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

Jason Swelstad PLLC's EIN is 20-1077570.

EIN 20-1077570

Plan number 001

Plan year 2025

ACK ID 20260515061840NAL0009003505001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jason Swelstad PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jason Swelstad PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON SWELSTAD PLLC.

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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

Helping the score