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 Traders, Inc. 401(K) Plan is a benefit plan reported by Southwest Traders, Inc under EIN 33-0191583 and plan number 002. The latest loaded filing year is 2023. The filing reports 547 participants and $10,259,614 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,259,614
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,259,614
- Net assets (BOY)
- $7,766,751
Income & contributions
- Employer contributions
- $959,933
- Participant contributions
- $1,461,606
- Total contributions
- $2,470,455
- Total income / additions
- $3,827,321
Expenses & distributions
- Benefits paid
- $1,215,584
- Administrative expenses
- $91,019
- Total expenses
- $1,334,458
- Net increase / (decrease)
- $2,492,863