Original filing (PDF)20250723130016NAL0005406240001

SWAN CITY PSYCHOLOGY PA

Name: SWAN CITY PSYCHOLOGY PA — Form 5500 (2024)
Creator: SWAN CITY PSYCHOLOGY PA

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$249

Net assets (EOY)

$249

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWAN CITY PSYCHOLOGY PA.

Plan sponsor

Name

SWAN CITY PSYCHOLOGY PA

EIN

99-3301211

Address

2840 SEYMORE ST · LAKELAND, FL · 33813

Phone

(863) 640-9080

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BROTHERS EMPOWERED

BROTHERS EMPOWERED 401(K) PROFIT SHARING PLAN & TRUST

$250 · 1 participants

PHAEDRUS

PHAEDRUS 401K PLAN

$250 · 6 participants

RECS SIGNS LLC

RECS SIGNS LLC 401(K) PROFIT SHARING PLAN & TRUST

$250

RRR HOME HEALTH LLC

RRR HOME HEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

$250 · 1 participants

M&A NW RESTAURANTS LLC

M&A NW RESTAURANTS LLC 401(K) PROFIT SHARING PLAN & TRUST

$248 · 25 participants