How big is Swang & Associates, Inc.'s plan?

Swang & Associates, Inc.'s plan reported $101K in assets and 34 participants for 2024.

Original filing (PDF)20250523115250NAL0003421329001

Swang & Associates, Inc.

Name: Swang & Associates, Inc. — Home Instead - Sherman, Form 5500 (2024)
Creator: Swang & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Home Instead - Sherman 401(k)

401(k) retirement plan · Swang & Associates, Inc.'s Home Instead - Sherman 401(k) held $101K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$101K

Net assets (EOY)

$101K

People on this filing

Buffy Dungan signed Swang & Associates, Inc.'s 2024 Form 5500 as plan administrator.

Buffy Dungan — 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

Swang & Associates, Inc.'s EIN is 20-4925109.

EIN 20-4925109

Plan number 001

Plan year 2024

ACK ID 20250523115250NAL0003421329001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swang & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swang & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Above-average plan

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