How big is J.A. Swanson Agency's plan?

J.A. Swanson Agency's plan reported $2.0M in assets and 6 participants for 2024.

Original filing (PDF)20251002094602NAL0000204755001

J.A. Swanson Agency

Name: J.A. Swanson Agency — J.A. Swanson Agency Profit, Form 5500 (2024)
Creator: J.A. Swanson Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.A. Swanson Agency Profit Sharing Plan

401(k) retirement plan · J.A. Swanson Agency's J.A. Swanson Agency Profit Sharing Plan held $2.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

J.A. Swanson Agency's EIN is 81-0240803.

EIN 81-0240803

Plan number 001

Plan year 2024

ACK ID 20251002094602NAL0000204755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J.A. Swanson Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J.A. Swanson Agency's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J.A. SWANSON AGENCY.

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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