2023 Form 5500 filing — Southwest Human Development, Inc. 401(K) And 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 20241014145629NAL0026484593001) for Southwest Human Development, Inc. 401(K) And Profit Sharing Plan, reported by Southwest Human Development, Inc. under EIN 86-0407179 and plan number 001. It reports 992 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)$37.6MReported net assets$37,606,177
Participants992
Provider compensation$97.8K2 Schedule C row(s)$97,829
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014145629NAL0026484593001
- Plan sponsor
- Southwest Human Development, Inc.
- EIN
- 86-0407179
- Plan number
- 001
- Location
- Phoenix, AZ
- 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)$37.6M total assets
Net assets$37.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $37,606,177
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,606,177
- Employer contributions
- $1,134,986
- Participant contributions
- $2,170,364
- Total income / additions
- $9,377,376
- Benefits paid
- $5,187,196
- Administrative expenses
- $97,829
- Total expenses
- $5,285,025
- Net increase / (decrease)
- $4,092,351
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,329 | $0 |
| Ubs Financial Svc Inc | INVESTMENT ADVISORY | $29,500 | not reported in the loaded dataset |