2023 Form 5500 filing — Southwest Power Pool 401(K) Savings Plan
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 20240729115833NAL0018741489001) for Southwest Power Pool 401(K) Savings Plan, reported by Southwest Power Pool, Inc. under EIN 71-0748158 and plan number 002. It reports 790 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240729115833NAL0018741489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Power Pool, Inc.
- EIN
- 71-0748158
- Plan number
- 002
- Location
- Little Rock, AR
- Participants
- 790
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $193,501,310
- Net assets (EOY)
- $193,501,310
- Employer contributions
- $4,162,879
- Participant contributions
- $7,959,691
- Total income / additions
- $43,177,496
- Benefits paid
- $7,069,854
- Administrative expenses
- $136,014
- Total expenses
- $7,205,868
- Net increase / (decrease)
- $35,971,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $101,014 | $0 |
| First Security Bank | INVESTMENT ADVISORY | $35,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |