Original filing (PDF)20250718150156NAL0002016273001

SWANN MEDICAL INJURY

Name: SWANN MEDICAL INJURY — SWANN MEDICAL INJURY 401(K) PLAN, Form 5500 (2024)
Creator: SWANN MEDICAL INJURY

Form 5500-SF

FILING_RECEIVED

SWANN MEDICAL INJURY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

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 SWANN MEDICAL INJURY.

Plan sponsor

Name

SWANN MEDICAL INJURY

EIN

47-2522236all filings

Address

508 SOUTH HABANA AVE · SUITE 100 · TAMPA, FL · 33609

Phone

(813) 253-5969

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ACO INSURANCE GROUP LLC

ACO 401(K) PLAN

$18K · 9 participants

SORENSON INSURANCE, LLC

SORENSON INSURANCE, LLC 401K PLAN

$18K · 5 participants

PGL FINANCIAL

PGL FINANCIAL 401(K) PLAN

$17K

BEACON RETIREMENT PLANNING GROUP, INC

BEACON RETIREMENT PLANNING GROUP, INC 401(K) PLAN

$18K · 7 participants

COWTOWN TITLE, LLC

COWTOWN TITLE, LLC DBA KEY TITLE GROUP DFW 401(K) PLAN

$18K · 2 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.