Swva, Inc. 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023, when $15.8 million was transferred out of the plan. Assets moved to the STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN (sponsored by STEEL DYNAMICS, INC.). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

See the STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN

Swva, Inc. 401(k) Plan Facts (plan year 2023)

Plan name
SWVA, INC. MANAGEMENT RETIREMENT PLAN
Plan type
401(k) and profit sharing
Plan sponsor
SWVA, INC.
Participants
187
Former employees with a balance
0
Employer contributions
$562,993 in plan year 2023 (40% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 29, 2023
Plan established
Oct 1, 1984
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 2023 (Jan 1, 2023 – Dec 29, 2023), filed Oct 4, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.43 million went into the plan in contributions, $562,993 of it from the employer (40%).
  • $11.0 million was paid out to participants.
  • Investment and other income added $4.69 million.

How the Swva, Inc. 401(k) changed, 20182023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018139$19.9 million$458,055$843,642
2019166$24.4 million$507,274$1.79 million
2020154$25.6 million$509,165$5.28 million
2021179$29.0 million$504,188$2.14 million
2022192$20.7 million$534,341$4.01 million
2023 (final)187$0$562,993$11.0 million

Swva, Inc. 401(k) Contact Information

Phone
304-696-8200
Mailing address
17TH STREET AND 2ND AVENUE, HUNTINGTON WV 25703
Plan sponsor
SWVA, INC.
Employer identification number (EIN)
55-0621605
Plan number
002

Questions about the Swva, Inc. 401(k)

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

No. The plan's final Form 5500 was filed for plan year 2023. Its assets were transferred to the STEEL DYNAMICS, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN.

Does Swva, Inc contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $562,993 in employer contributions for plan year 2023.

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

No. The plan does not report automatic enrollment; employees enroll themselves.

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

187 participants at the start of plan year 2023.

Who manages the Swva, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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