Original filing (PDF)20230726161207NAL0011496849001

SWELL ENERGY INC.

Name: SWELL ENERGY INC. — SWELL ENERGY INC. 401(K) PLAN, Form 5500 (2022)
Creator: SWELL ENERGY INC.

Form 5500-SF

FILING_RECEIVED

SWELL ENERGY INC. 401(K) PLAN

401(k) retirement plan

Active participants

115

Accounts w/ balance

118

Plan assets (EOY)

$802K

Net assets (EOY)

$802K

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWELL ENERGY INC..

Plan sponsor

Name

SWELL ENERGY INC.

EIN

47-2117596

Address

1515 7TH ST NUMBER 49 · SANTA MONICA, CA · 90401

Phone

—

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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