Original filing (PDF)20240212154605NAL0005846195001

Swanson-Phillips & Associates, LLC

Name: Swanson-Phillips & Associates, LLC — Swanson-Phillip, Form 5500 (2023)
Creator: Swanson-Phillips & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swanson-Phillips & Associates 401(k) Plan

401(k) retirement plan · Swanson-Phillips & Associates, LLC's Swanson-Phillips & Associates 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Phillips signed Swanson-Phillips & Associates, LLC's 2023 Form 5500 as plan administrator.

Richard Phillips — 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

Swanson-Phillips & Associates, LLC's EIN is 27-4647369.

EIN 27-4647369

Plan number 001

Plan year 2023

ACK ID 20240212154605NAL0005846195001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Swanson-Phillips & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Swanson-Phillips & Associates, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWANSON-PHILLIPS & ASSOCIATES, LLC.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SWANSON-PHILLIPS & ASSOCIATES, LLC

EIN

all filings

Address

833 KENMOOR, SUITE B · GRAND RAPIDS, MI · 49546

Phone

(616) 942-5540

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-01-31

Filed

2024-02-12

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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