How big is SBW & Associates, PC's plan?

SBW & Associates, PC's plan reported $717K in assets and 5 participants for 2025.

Original filing (PDF)20260413171037NAL0010535619001

SBW & Associates, PC

Name: SBW & Associates, PC — SBW & Associates, PC 401(k), Form 5500 (2025)
Creator: SBW & Associates, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SBW & Associates, PC 401(k) Plan

401(k) retirement plan · SBW & Associates, PC's SBW & Associates, PC 401(k) Plan held $717K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$717K

Net assets (EOY)

$717K

Plan identifiers

SBW & Associates, PC's EIN is 45-3540192.

EIN 45-3540192

Plan number 001

Plan year 2025

ACK ID 20260413171037NAL0010535619001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for SBW & Associates, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

SBW & Associates, PC's 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 SBW & ASSOCIATES, PC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SBW & ASSOCIATES, PC

EIN

all filings

Address

PO BOX 858 · POWELL, WY · 82435

Phone

(307) 527-6161

Industry

CPA Offices· Professional & Technical Services

Plan administrator