Original filing (PDF)20241115125527NAL0000810929001

MH SWANSON & ASSOCIATES

Name: MH SWANSON & ASSOCIATES — MH SWANSON & ASSOCIATES 401(K) PLAN, Form 5500 (2023)
Creator: MH SWANSON & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

MH SWANSON & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MH SWANSON & ASSOCIATES.

Plan sponsor

Name

MH SWANSON & ASSOCIATES

EIN

54-1782080

Address

4010 VARICK STREET, · CHARLOTTESVILLE, VA · 22901

Phone

(804) 980-1043

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-26

Filed

2024-11-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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