Original filing (PDF)20260126080303NAL0001164993001

SWALLEN, LAWHUN & COMPANY

Name: SWALLEN, LAWHUN & COMPANY — SWALLEN, LAWHUN & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SWALLEN, LAWHUN & COMPANY

Form 5500-SF

FILING_RECEIVED

SWALLEN, LAWHUN & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SWALLEN, LAWHUN & COMPANY.

Plan sponsor

Name

SWALLEN, LAWHUN & COMPANY

EIN

34-1172572

Address

1201 THIRTIETH STREET N.W. · CANTON, OH · 44709

Phone

(330) 492-4422

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2026-01-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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