2023 Form 5500 filing — Southwest Care Center 401(K) Profit Sharing 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 20241006184048NAL0015160001001) for Southwest Care Center 401(K) Profit Sharing Plan, reported by Southwest Care Center under EIN 85-0397444 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006184048NAL0015160001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Care Center
- EIN
- 85-0397444
- Plan number
- 001
- Location
- Santa Fe, NM
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,482,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,482,057
- Employer contributions
- $292,536
- Participant contributions
- $654,934
- Total income / additions
- $1,915,821
- Benefits paid
- $1,129,129
- Administrative expenses
- $20,679
- Total expenses
- $1,149,808
- Net increase / (decrease)
- $766,013
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust | NONE | $20,679 | $0 |