How big is Swords & Williams CPAS' plan?

Swords & Williams CPAS' plan reported $565K in assets and 3 participants for 2024.

Original filing (PDF)20251015132912NAL0002365283001

Swords & Williams CPAS

Name: Swords & Williams CPAS — Swords & Williams 401(k), Form 5500 (2024)
Creator: Swords & Williams CPAS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swords & Williams 401(k) Profit Sharing Plan

401(k) retirement plan · Swords & Williams CPAS' Swords & Williams 401(k) Profit Sharing Plan held $565K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$565K

Net assets (EOY)

$565K

People on this filing

J. Gary Swords signed Swords & Williams CPAS' 2024 Form 5500 as plan administrator.

J. Gary Swords — 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

Swords & Williams CPAS' EIN is 31-1116327.

EIN 31-1116327

Plan number 001

Plan year 2024

ACK ID 20251015132912NAL0002365283001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swords & Williams CPAS from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swords & Williams CPAS' 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 SWORDS & WILLIAMS CPAS.

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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