Adam J. Swarsen DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Adam J. Swarsen
  • Sponsor EIN: 843712545
  • Sponsor Address: 22 VALLEY AVENUE, SMITHTOWN, NY, 11787
  • Plan Type: DC
  • Total Participants: 1
  • Total Assets: $104,855

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20231$104,855$0$0
20221$96,686$0$0

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