2023 Form 5500 filing — Southwest International Trucks, Inc 401(K) Plan & Trust

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724152131NAL0008326163001) for Southwest International Trucks, Inc 401(K) Plan & Trust, reported by Southwest International Trucks, Inc under EIN 75-1830929 and plan number 001. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.8MReported net assets$19,788,424
Participants365
Provider compensation$64.1K2 Schedule C row(s)$64,058
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240724152131NAL0008326163001
Plan sponsor
Southwest International Trucks, Inc
EIN
75-1830929
Plan number
001
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.8M total assets
Net assets$19.8MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$2.1M
Benefits paid / distributions$2M
Contributions
Employer$300K
Participant$1.1M
Full reported line items
Total assets (EOY)
$19,788,424
Total liabilities (EOY)
$0
Net assets (EOY)
$19,788,424
Employer contributions
$300,000
Participant contributions
$1,118,879
Total income / additions
$4,373,000
Benefits paid
$2,018,408
Administrative expenses
$63,909
Total expenses
$2,082,317
Net increase / (decrease)
$2,290,683
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $40.3K
  2. 2
    NONE · Direct $23.6K · Indirect $149

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240724152131NAL0008326163001 cover?
It is the 2023 Form 5500 filing for Southwest International Trucks, Inc 401(K) Plan & Trust, reported by Southwest International Trucks, Inc (EIN 75-1830929).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages