Emerson Swan, Inc. 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2018. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Emerson Swan, Inc. 401(k) Plan Facts (plan year 2018)

Plan name
EMERSON-SWAN RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
EMERSON SWAN, INC.
Participants
215 (157 active employees)
Former employees with a balance
46
Plan assets
$71,316,508 at Dec 31, 2018
Average account balance
$339,602 across 210 accounts
Employer contributions
$1,469,444 in plan year 2018 (53% of all contributions)
Plan year
Jan 1, 2018 – Dec 31, 2018
Plan established
Dec 15, 1969
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2018 (Jan 1, 2018 – Dec 31, 2018), filed Sep 9, 2019. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2018

  • $2.77 million went into the plan in contributions, $1.47 million of it from the employer (53%).
  • $3.00 million was paid out to participants.
  • Administrative expenses were $950, about $5 per account.

How the Emerson Swan, Inc. 401(k) changed, 2013–2018

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2013196$45.7 million$1.23 million$2.93 million
2014204$47.2 million$1.03 million$2.78 million
2015204$47.7 million$1.38 million$2.49 million
2016205$48.8 million$1.34 million$5.74 million
2017205$58.9 million$1.45 million$1.93 million
2018215$71.3 million$1.47 million$3.00 million

Emerson Swan, Inc. 401(k) Contact Information

Phone
781-986-2000
Mailing address
300 POND STREET, RANDOLPH MA 023682663
Plan sponsor
EMERSON SWAN, INC.
Employer identification number (EIN)
20-0688536
Plan number
001

Questions about the Emerson Swan, Inc. 401(k)

Is the Emerson Swan, Inc 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2018, and no later filing was found under this employer's EIN.

Does Emerson Swan, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2018 the employer contributed $1.47 million, 53% of all contributions.

Does the Emerson Swan, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Emerson Swan, Inc 401(k) plan?

215 participants at the start of plan year 2018, 157 of them active employees, and 46 former employees who still had money in the plan.

What is the average 401(k) balance at Emerson Swan, Inc?

About $339,602 per account: $71.3 million in plan assets across 210 accounts with a balance at the end of plan year 2018.

Who manages the Emerson Swan, Inc 401(k) accounts?

Empower is the plan's recordkeeper, which is where participants log in to see their balance.

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