Original filing (PDF)20251014185610NAL0003528545001

SWANSON BEVEVINO & SHARP, P.C.

Name: SWANSON BEVEVINO & SHARP, P.C. — SWANSON, BEVEVINO & SHARP, P.C., 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWANSON BEVEVINO & SHARP, P.C.

Form 5500-SF

FILING_RECEIVED

SWANSON, BEVEVINO & SHARP, P.C., 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWANSON BEVEVINO & SHARP, P.C..

Plan sponsor

Name

SWANSON BEVEVINO & SHARP, P.C.

EIN

25-1230102

Address

311 MARKET ST · PO BOX 97 · WARREN, PA · 16365

Phone

(814) 723-2080

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

NICHOLS BRAR WEITZNER & THOMAS

NICHOLS BRAR WEITZNER & THOMAS 401(K) PROFIT SHARING PLAN & TRU

$1.8M · 9 participants

LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT

LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN

$1.8M · 6 participants

JONATHAN H COLMAN

JONATHAN H COLMAN 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 80 participants

MORRIS LAW FIRM, PROF. LLC

MORRIS LAW FIRM, PROF. LLC 401(K) P/S PLAN

$1.8M · 3 participants

KUEHN, BEASLEY & YOUNG, PC