How big is Swensen Perer & Engel, P.C.'s plan?

Swensen Perer & Engel, P.C.'s plan reported $40K in assets and 2 participants for 2025.

Original filing (PDF)20260420135404NAL0000756419001

Swensen Perer & Engel, P.C.

Name: Swensen Perer & Engel, P.C. — Swensen Perer & Engel, Form 5500 (2025)
Creator: Swensen Perer & Engel, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swensen Perer & Engel, P.C.401(k) Profit Sharing Plan

401(k) retirement plan · Swensen Perer & Engel, P.C.'s Swensen Perer & Engel, P.C.401(k) Profit Sharing Plan held $40K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

Plan identifiers

Swensen Perer & Engel, P.C.'s EIN is 25-1383430.

EIN 25-1383430

Plan number 003

Plan year 2025

ACK ID 20260420135404NAL0000756419001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Swensen Perer & Engel, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Swensen Perer & Engel, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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