Assessments Of The Southwest, Inc. Profit Sharing Plan And Trust — Form 5500 plan (Assessments Of The Southwest, Inc.)
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, Assessments Of The Southwest, Inc. Profit Sharing Plan And Trust is a benefit plan reported by Assessments Of The Southwest, Inc. under EIN 74-2146134 and plan number 001. The latest loaded filing year is 2023. The filing reports 22 participants and $2,627,309 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Assessments Of The Southwest, Inc.
- EIN
- 74-2146134
- Plan number
- 001
- Plan type
- 2
- Location
- Friendswood, TX
- Latest filing year
- 2023
- Participants
- 22
- End-of-year plan assets
- $2,627,309
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22 | I | 20241106125249NAL0005291027001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,627,309
- Net assets (EOY)
- $2,627,309
- Net assets (BOY)
- $2,262,815
Income & contributions
- Employer contributions
- $230,786
- Total income / additions
- $659,900
Expenses & distributions
- Benefits paid
- $272,885
- Administrative expenses
- $22,521
- Total expenses
- $295,406
- Net increase / (decrease)
- $364,494
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.