Plain-English plan 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, Southwest Energy Profit Sharing Plan is a benefit plan reported by Southwest Energy Management, LLC under EIN 26-3253459 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $81,156,867 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $81,156,867
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,156,867
- Net assets (BOY)
- $70,442,171
Income & contributions
- Employer contributions
- $4,770,509
- Participant contributions
- $1,786,473
- Total contributions
- $6,704,536
- Total income / additions
- $17,807,560
Expenses & distributions
- Benefits paid
- $7,048,714
- Administrative expenses
- $44,150
- Total expenses
- $7,092,864
- Net increase / (decrease)
- $10,714,696