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R.L. SWOPE & ASSOCIATES, INC. — R. L. SWOPE PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250527085619NAL0003891811001
R.L. SWOPE & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
R. L. SWOPE PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
18
Plan assets (EOY)
$6.9M
Net assets (EOY)
$6.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
R.L. SWOPE & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
R.L. SWOPE & ASSOCIATES, INC.
EIN
54-1696571
Address
10846 COURTHOUSE ROAD · CHARLES CITY, VA · 23030
Phone
(804) 829-5551
Industry
Wholesale Trade
see 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
2025-05-27
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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