How big is Brian L Swanson Financial Plan's plan?

Brian L Swanson Financial Plan's plan reported $1.1M in assets and 8 participants for 2023.

Original filing (PDF)20240418084006NAL0002926819001

Brian L Swanson Financial Plan

Name: Brian L Swanson Financial Plan — Brian L Swanson, Form 5500 (2023)
Creator: Brian L Swanson Financial Plan
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Brian L Swanson Financial Plan 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Brian L Swanson Financial Plan's Brian L Swanson Financial Plan 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brian Swanson signed Brian L Swanson Financial Plan's 2023 Form 5500 as plan administrator.

Brian Swanson — 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

Brian L Swanson Financial Plan's EIN is 27-4332189.

EIN 27-4332189

Plan number 001

Plan year 2023

ACK ID 20240418084006NAL0002926819001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Brian L Swanson Financial Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Brian L Swanson Financial Plan's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN L SWANSON FINANCIAL PLAN.

Finding similar companies…

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