2023 Form 5500 filing — Swapa Scholarship Fund

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 20241014094808NAL0044042864001) for Swapa Scholarship Fund, reported by Southwest Airlines Pilots Association under EIN 75-1711418 and plan number 505. It reports 7,939 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$656.5KReported net assets$656,470
Participants7.9K7,939
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014094808NAL0044042864001
Plan sponsor
Southwest Airlines Pilots Association
EIN
75-1711418
Plan number
505
Location
Dallas, TX
Received date
not reported in the loaded dataset
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)$730K total assets
Net assets$656.5KLiabilities$73.5K
Money in vs. money out
Total income / additions$222.1K
Total expenses$140K
Benefits paid / distributions$140K
Contributions
EmployerNot reported
Participant$221.6K
Full reported line items
Total assets (EOY)
$729,970
Total liabilities (EOY)
$73,500
Net assets (EOY)
$656,470
Participant contributions
$221,577
Total income / additions
$222,149
Benefits paid
$140,000
Administrative expenses
$0
Total expenses
$140,000
Net increase / (decrease)
$82,149

Related Form 5500 pages