Economic Security Corporation Of Southwest Area 403(B) Plan — Form 5500 plan (Economic Security Corporation Of Southwest Area)
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, Economic Security Corporation Of Southwest Area 403(B) Plan is a benefit plan reported by Economic Security Corporation Of Southwest Area under EIN 43-0834199 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $6,569,364 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Economic Security Corporation Of Southwest Area
- EIN
- 43-0834199
- Plan number
- 001
- Plan type
- 2
- Location
- Joplin, MO
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $6,569,364
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20250706105046NAL0002510001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,569,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,364
- Net assets (BOY)
- $5,728,126
Income & contributions
- Employer contributions
- $199,615
- Participant contributions
- $477,154
- Total contributions
- $682,410
- Total income / additions
- $1,901,665
Expenses & distributions
- Benefits paid
- $1,023,309
- Administrative expenses
- $37,118
- Total expenses
- $1,060,427
- Net increase / (decrease)
- $841,238
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stancorp Financial Group | NONE | $37,118 | $1,558 | 2023 |