Southwest Solutions Group, Inc. Employee Stock Ownership Plan — Form 5500 plan (Southwest Solutions Group, 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, Southwest Solutions Group, Inc. Employee Stock Ownership Plan is a benefit plan reported by Southwest Solutions Group, Inc. under EIN 75-2703228 and plan number 002. The latest loaded filing year is 2023. The filing reports 161 participants and $44,870,236 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Solutions Group, Inc.
- EIN
- 75-2703228
- Plan number
- 002
- Plan type
- 2
- Location
- Lewisville, TX
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $44,870,236
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H | 20240927144338NAL0003875504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,870,236
- Total liabilities (EOY)
- $617,440
- Net assets (EOY)
- $44,252,796
- Net assets (BOY)
- $25,924,413
Income & contributions
- Employer contributions
- $97,725
- Total contributions
- $97,725
- Total income / additions
- $18,387,725
Expenses & distributions
- Benefits paid
- $39,667
- Administrative expenses
- $0
- Total expenses
- $59,342
- Net increase / (decrease)
- $18,328,383
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.