Original filing (PDF)20230328182835NAL0074925954001

SAMUEL R. SWIFT, A PROFESSIONAL LAW CORPORATION

Name: SAMUEL R. SWIFT, A PROFESSIONAL LAW CORPORATION — SAMUEL R. SWIFT, A.P.L.C. DEFINED BENEFIT PLAN, Form 5500 (2022)
Creator: SAMUEL R. SWIFT, A PROFESSIONAL LAW CORPORATION

Form 5500-SF

FILING_RECEIVED

SAMUEL R. SWIFT, A.P.L.C. DEFINED BENEFIT PLAN

Defined-benefit pension 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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMUEL R. SWIFT, A PROFESSIONAL LAW CORPORATION.

Plan sponsor

Name

SAMUEL R. SWIFT, A PROFESSIONAL LAW CORPORATION

EIN

77-0121113

Address

2102 ALMADEN ROAD, SUITE 103 · SAN JOSE, CA · 95125

Phone

(408) 723-2102

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-28

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

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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