2023 Form 5500 filing — Southwest Network 403(B) 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 20250313094710NAL0034612288001) for Southwest Network 403(B) Retirement Plan, reported by Southwest Network, Inc. under EIN 86-0966400 and plan number 001. It reports 447 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250313094710NAL0034612288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Network, Inc.
- EIN
- 86-0966400
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 447
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,336,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,336,752
- Employer contributions
- $267,675
- Participant contributions
- $919,345
- Total income / additions
- $2,732,017
- Benefits paid
- $1,555,214
- Administrative expenses
- $59,826
- Total expenses
- $1,615,040
- Net increase / (decrease)
- $1,116,977
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $59,228 | $0 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $82 | $29,291 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMIN | $0 | $5,020 |