2023 Form 5500 filing — Assessments Of The Southwest, Inc. Profit Sharing Plan And Trust
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 20241106125249NAL0005291027001) for Assessments Of The Southwest, Inc. Profit Sharing Plan And Trust, reported by Assessments Of The Southwest, Inc. under EIN 74-2146134 and plan number 001. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241106125249NAL0005291027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Assessments Of The Southwest, Inc.
- EIN
- 74-2146134
- Plan number
- 001
- Location
- Friendswood, TX
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,627,309
- Net assets (EOY)
- $2,627,309
- Employer contributions
- $230,786
- Total income / additions
- $659,900
- Benefits paid
- $272,885
- Administrative expenses
- $22,521
- Total expenses
- $295,406
- Net increase / (decrease)
- $364,494
- Schedule source
- Schedule I