How big is Swanson Financial Services, Inc.'s plan?

Swanson Financial Services, Inc.'s plan reported $2.2M in assets and 2 participants for 2024.

Original filing (PDF)20250402110734NAL0008590753001

Swanson Financial Services, Inc.

Name: Swanson Financial Services, Inc. — Swanson Financial, Form 5500 (2024)
Creator: Swanson Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Swanson Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Swanson Financial Services, Inc.'s Swanson Financial Services, Inc. 401(k) Plan held $2.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Aaron Swanson signed Swanson Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

Aaron 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

Swanson Financial Services, Inc.'s EIN is 39-2013239.

EIN 39-2013239

Plan number 001

Plan year 2024

ACK ID 20250402110734NAL0008590753001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Swanson Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Swanson Financial Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 FINANCIAL SERVICES, INC..

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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