Original filing (PDF)20230427151410NAL0007105891001

SWINGER & MCKILLIP

Name: SWINGER & MCKILLIP — SWINGER & MCKILLIP PROFIT SHARING PLAN, Form 5500 (2022)
Creator: SWINGER & MCKILLIP

Form 5500-SF

FILING_RECEIVED

SWINGER & MCKILLIP PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$818K

Net assets (EOY)

$818K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWINGER & MCKILLIP.

Plan sponsor

Name

SWINGER & MCKILLIP

EIN

43-1047355

Address

PO BOX 1137 · CARUTHERSVILLE, MO · 63830

Phone

(314) 333-1860

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-04-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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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