OpenERISA

Jeffrey D. Swanson, LLC

Charlotte, NC, 28212

EIN 27-2312431
Plans
1
Total participants
17
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210
Plan sponsors in North CarolinaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Jeffrey D. Swanson, LLC 401(K) Plan3
2023Form 5500-SF001Jeffrey D. Swanson, LLC 401(K) Plan3
2022Form 5500-SF001Jeffrey D. Swanson, LLC 401(K) Plan3
2021Form 5500-SF001Jeffrey D. Swanson, LLC 401(K) Plan4
2020Form 5500-SF001Jeffrey D. Swanson, LLC 401(K) Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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