2023 Form 5500 filing — 401(K) Profit Sharing Plan For Employees Of The Southwestern Child Development Commission, Inc.
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 20251015120951NAL0006207952001) for 401(K) Profit Sharing Plan For Employees Of The Southwestern Child Development Commission, Inc., reported by The Southwestern Child Develop under EIN 23-7181553 and plan number 002. It reports 251 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)$2.9MReported net assets$2,908,992
Participants251
Provider compensation$9621 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20251015120951NAL0006207952001
- Plan sponsor
- The Southwestern Child Develop
- EIN
- 23-7181553
- Plan number
- 002
- Location
- Webster, NC
- 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)$2.9M total assets
Net assets$2.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $2,908,992
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,908,992
- Employer contributions
- $65,477
- Participant contributions
- $115,860
- Total income / additions
- $567,854
- Benefits paid
- $176,343
- Administrative expenses
- $1,066
- Total expenses
- $179,788
- Net increase / (decrease)
- $388,066
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | INSURANCE CARRIER | $962 | $0 |