SWENDSEY 401K TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
SWENSEY PROPERTIES INC
This Profit Sharing plan holds N/A in total assets and serves 1 participants as of 2023. It is sponsored by SWENSEY PROPERTIES INC in Idaho.
What the Filing Says About SWENDSEY 401K TRUST
SWENDSEY 401K TRUST is a Profit Sharing retirement plan sponsored by SWENSEY PROPERTIES INC, headquartered in Idaho. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 1 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 832003644, and the plan has been effective since 2018-09-25. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Profit Sharing |
| Employer EIN | 832003644 |
| Plan Effective Date | 2018-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SWENSEY PROPERTIES INC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | N/A |
| 2023 | 1 | 1 | N/A |
| 2024 | 1 | 1 | N/A |
Nearby Profit Sharing Plans in Idaho
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- IDAHO POWER COMPANY EMPLOYEE SAVINGS PLAN $794M · 2,089
- SCENTSY, INC. RETIREMENT PLAN $68M · 1,443
- THE COLLEGE OF IDAHO 403(B) RETIREMENT PLAN $48M · 361
- LA SEMI 401(K) PLAN $36M · 343
- KOOTENAI HEALTH 403(B) PLAN $34M · 211
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Frequently Asked Questions
How much money is in the SWENDSEY 401K TRUST? ▼
What type of plan is SWENDSEY 401K TRUST? ▼
Who sponsors the SWENDSEY 401K TRUST? ▼
How did SWENDSEY 401K TRUST perform in 2023? ▼
Where can I find official filings for SWENDSEY 401K TRUST? ▼
How does SWENDSEY 401K TRUST compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 832003644.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.