Original filing (PDF)20230920141226NAL0001212883001

THOMAS E SWANBECK PA

Name: THOMAS E SWANBECK PA — THOMAS E SWANBECK PA 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: THOMAS E SWANBECK PA

Form 5500-SF

FILING_RECEIVED

THOMAS E SWANBECK PA 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THOMAS E SWANBECK PA.

Plan sponsor

Name

THOMAS E SWANBECK PA

EIN

20-3642445all filings

Address

4753 ESTERO BLVD. #1103 · FORT MYERS BEACH, FL · 339313223

Phone

(239) 292-6285

Industry