Southwest Sales Esop & 401(K) Retirement Plan — Form 5500 plan (Southwest Sales, 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 Sales Esop & 401(K) Retirement Plan is a benefit plan reported by Southwest Sales, Inc. under EIN 75-2863336 and plan number 001. The latest loaded filing year is 2023. The filing reports 65 participants and $45,741,042 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Sales, Inc.
- EIN
- 75-2863336
- Plan number
- 001
- Plan type
- 2
- Location
- Coppell, TX
- Latest filing year
- 2023
- Participants
- 65
- End-of-year plan assets
- $45,741,042
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 65 | I | 20240923131901NAL0011470625001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $45,741,042
- Total liabilities (EOY)
- $3,194,465
- Net assets (EOY)
- $42,546,577
- Net assets (BOY)
- $38,539,704
Income & contributions
- Employer contributions
- $918,910
- Participant contributions
- $661,281
- Total income / additions
- $4,959,915
Expenses & distributions
- Benefits paid
- $759,945
- Administrative expenses
- $19,058
- Total expenses
- $953,042
- Net increase / (decrease)
- $4,006,873
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.