SWINGLE COLLINS & ASSOCIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN
401k plan membership statisitcs for SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-07-11 | 151 |
| Total number of particpants at end of year | 2025-07-11 | 149 |
| Number of Participants With Account Balances | 2025-07-11 | 93 |
| 2024: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-07-25 | 140 |
| Total number of particpants at end of year | 2024-07-25 | 151 |
| Number of Participants With Account Balances | 2024-07-25 | 109 |
| 2022: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2022 401k membership |
|---|
| Total number of particpants at beginning of year | 2022-09-06 | 116 |
| Total number of particpants at end of year | 2022-09-06 | 114 |
| Number of Participants With Account Balances | 2022-09-06 | 92 |
| 2014: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 13 |
| Total of all active and inactive participants | 2014-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 66 |
| Number of participants with account balances | 2014-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 10 |
| Total of all active and inactive participants | 2013-01-01 | 58 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 58 |
| Number of participants with account balances | 2013-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
| Total of all active and inactive participants | 2012-01-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 57 |
| Number of participants with account balances | 2012-01-01 | 49 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 11 |
| 2011: SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 44 |
| Number of participants with account balances | 2011-01-01 | 44 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2025 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-11 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-11 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-11 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-11 | 281833 |
| Net assets as of the end of the plan year | 2025-07-11 | 14212612 |
| Total assets as of the beginning of the plan year | 2025-07-11 | 11398839 |
| Value of plan covered by a fidelity bond | 2025-07-11 | 1000000 |
| Participant contributions to plan in this plan year | 2025-07-11 | 903491 |
| Value of participant loans at end of plan year | 2025-07-11 | 225776 |
| Other expenses paid from plan in this plan year | 2025-07-11 | 0 |
| Other contributions to plan in this plan year | 2025-07-11 | 355007 |
| Other income to plan in this plan year | 2025-07-11 | 1373200 |
| Plan net income in this plan year | 2025-07-11 | 2813773 |
| Net assets as of the end of the plan year | 2025-07-11 | 14212612 |
| Net assets as of the beginning of the plan year | 2025-07-11 | 11398839 |
| Employer contributions to plan in this plan year | 2025-07-11 | 463908 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-11 | 27078 |
| 2024 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-25 | 0 |
| Total liabilities as of the end of the plan year | 2024-07-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-07-25 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-25 | 418453 |
| Net assets as of the end of the plan year | 2024-07-25 | 11398839 |
| Total assets as of the beginning of the plan year | 2024-07-25 | 9294641 |
| Value of plan covered by a fidelity bond | 2024-07-25 | 1000000 |
| Participant contributions to plan in this plan year | 2024-07-25 | 762979 |
| Value of participant loans at end of plan year | 2024-07-25 | 228958 |
| Other expenses paid from plan in this plan year | 2024-07-25 | 0 |
| Other contributions to plan in this plan year | 2024-07-25 | 31118 |
| Other income to plan in this plan year | 2024-07-25 | 1334665 |
| Plan net income in this plan year | 2024-07-25 | 2104198 |
| Net assets as of the end of the plan year | 2024-07-25 | 11398839 |
| Net assets as of the beginning of the plan year | 2024-07-25 | 9294641 |
| Employer contributions to plan in this plan year | 2024-07-25 | 393889 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-25 | 20995 |
| 2022 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-09-06 | 0 |
| Total liabilities as of the end of the plan year | 2022-09-06 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-09-06 | 0 |
| Total expenses incurred by plan in this plan year | 2022-09-06 | 580557 |
| Net assets as of the end of the plan year | 2022-09-06 | 9894259 |
| Total assets as of the beginning of the plan year | 2022-09-06 | 8265526 |
| Value of plan covered by a fidelity bond | 2022-09-06 | 1000000 |
| Participant contributions to plan in this plan year | 2022-09-06 | 603542 |
| Value of participant loans at end of plan year | 2022-09-06 | 59031 |
| Other expenses paid from plan in this plan year | 2022-09-06 | 0 |
| Other contributions to plan in this plan year | 2022-09-06 | 200995 |
| Other income to plan in this plan year | 2022-09-06 | 1105930 |
| Plan net income in this plan year | 2022-09-06 | 1628733 |
| Net assets as of the end of the plan year | 2022-09-06 | 9894259 |
| Net assets as of the beginning of the plan year | 2022-09-06 | 8265526 |
| Employer contributions to plan in this plan year | 2022-09-06 | 298823 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-06 | 19179 |
| 2014 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $43 |
| Total income from all sources | 2014-12-31 | $620,899 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $3,888 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $3,672 |
| Total plan assets at end of year | 2014-12-31 | $3,804,501 |
| Total plan assets at beginning of year | 2014-12-31 | $3,187,447 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $303,215 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $216 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $129,090 |
| Other income received | 2014-12-31 | $132,779 |
| Net income (gross income less expenses) | 2014-12-31 | $617,011 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,804,501 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,187,447 |
| Assets. Value of participant loans | 2014-12-31 | $51,922 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $55,815 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $47 |
| Total income from all sources | 2013-12-31 | $743,539 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $20,724 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $20,538 |
| Total plan assets at end of year | 2013-12-31 | $3,187,447 |
| Total plan assets at beginning of year | 2013-12-31 | $2,464,585 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $266,949 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $186 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $424,421 |
| Net income (gross income less expenses) | 2013-12-31 | $722,815 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,187,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,464,585 |
| Assets. Value of participant loans | 2013-12-31 | $45,661 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $52,169 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $504,426 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $175,699 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $175,606 |
| Total plan assets at end of year | 2012-12-31 | $2,464,585 |
| Total plan assets at beginning of year | 2012-12-31 | $2,135,858 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $223,320 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $93 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $224,414 |
| Net income (gross income less expenses) | 2012-12-31 | $328,727 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,464,585 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,135,858 |
| Assets. Value of participant loans | 2012-12-31 | $52,405 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $56,692 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $29 |
| Total income from all sources | 2011-12-31 | $217,535 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,447 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,391 |
| Total plan assets at end of year | 2011-12-31 | $2,135,858 |
| Total plan assets at beginning of year | 2011-12-31 | $1,919,741 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $202,098 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $56 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-8,965 |
| Net income (gross income less expenses) | 2011-12-31 | $216,088 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,135,858 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,919,741 |
| Assets. Value of participant loans | 2011-12-31 | $12,796 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $24,402 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : SWINGLE COLLINS & ASSOCIATES PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $323,407 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $54,401 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $51,369 |
| Total plan assets at end of year | 2010-12-31 | $1,919,741 |
| Total plan assets at beginning of year | 2010-12-31 | $1,650,735 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $101,105 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,032 |
| Other income received | 2010-12-31 | $222,302 |
| Net income (gross income less expenses) | 2010-12-31 | $269,006 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,919,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,650,735 |
| Assets. Value of participant loans | 2010-12-31 | $16,087 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |