Southwest States Conference Defined Contribution Fund — Form 5500 plan (Trustees - Southwest States Conference Defined Contribution Fun)
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 States Conference Defined Contribution Fund is a benefit plan reported by Trustees - Southwest States Conference Defined Contribution Fun under EIN 27-1555556 and plan number 001. The latest loaded filing year is 2023. The filing reports 881 participants and $4,752,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees - Southwest States Conference Defined Contribution Fun
- EIN
- 27-1555556
- Plan number
- 001
- Plan type
- 1
- Location
- Kenner, LA
- Latest filing year
- 2023
- Participants
- 881
- End-of-year plan assets
- $4,752,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 881 | H, C | 20250409174106NAL0011097875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,752,687
- Total liabilities (EOY)
- $21,894
- Net assets (EOY)
- $4,730,793
- Net assets (BOY)
- $4,294,021
Income & contributions
- Employer contributions
- $178,312
- Total contributions
- $178,312
- Total income / additions
- $748,489
Expenses & distributions
- Benefits paid
- $178,967
- Administrative expenses
- $132,750
- Total expenses
- $311,717
- Net increase / (decrease)
- $436,772
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Standard | NONE | $20,048 | $67,862 | 2023 |
| Robein Urann Spencer Et Al | NONE | $39,184 | not reported in the loaded dataset | 2023 |
| Needles & Associates, LLC. | NONE | $23,856 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees - Southwest States Conference Defined Contribution Fun
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Kenner, LA
- The Standard — Schedule C compensation
- Robein Urann Spencer Et Al — Schedule C compensation
- Needles & Associates, LLC. — Schedule C compensation