2023 Form 5500 filing — Southwest Sales Esop & 401(K) Retirement 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 20240923131901NAL0011470625001) for Southwest Sales Esop & 401(K) Retirement Plan, reported by Southwest Sales, Inc. under EIN 75-2863336 and plan number 001. It reports 65 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240923131901NAL0011470625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Sales, Inc.
- EIN
- 75-2863336
- Plan number
- 001
- Location
- Coppell, TX
- Participants
- 65
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,741,042
- Total liabilities (EOY)
- $3,194,465
- Net assets (EOY)
- $42,546,577
- Employer contributions
- $918,910
- Participant contributions
- $661,281
- Total income / additions
- $4,959,915
- Benefits paid
- $759,945
- Administrative expenses
- $19,058
- Total expenses
- $953,042
- Net increase / (decrease)
- $4,006,873
- Schedule source
- Schedule I