Original filing (PDF)20250429094403NAL0000491888001

JAMES G. SWIFT & ASSOCIATES

Name: JAMES G. SWIFT & ASSOCIATES — JAMES G. SWIFT & ASSOCIATES GCF BENEFIT PLAN, Form 5500 (2023)
Creator: JAMES G. SWIFT & ASSOCIATES

Form 5500-SF

FILING_RECEIVED

JAMES G. SWIFT & ASSOCIATES GCF BENEFIT PLAN

Health & welfare 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 JAMES G. SWIFT & ASSOCIATES.

Plan sponsor

Name

JAMES G. SWIFT & ASSOCIATES

EIN

58-0952948

Address

1206 INTERSTATE PARKWAY · AUGUSTA, GA · 30809

Phone

(706) 868-8803

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

MORGAN LAW

EIN

83-1338063

City

ATLANTA, GA

Phone

(404) 223-2264

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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