Southwest Range Services 401(K) Plan — Form 5500 plan (Southwest Range Services LLC)
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 Range Services 401(K) Plan is a benefit plan reported by Southwest Range Services LLC under EIN 81-2275475 and plan number 001. The latest loaded filing year is 2023. The filing reports 349 participants and $27,946,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Range Services LLC
- EIN
- 81-2275475
- Plan number
- 001
- Plan type
- 2
- Location
- Wsmr, NM
- Latest filing year
- 2023
- Participants
- 349
- End-of-year plan assets
- $27,946,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 349 | H, C | 20241010121207NAL0034003136001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,946,737
- Total liabilities (EOY)
- $8,896
- Net assets (EOY)
- $27,937,841
- Net assets (BOY)
- $21,840,289
Income & contributions
- Employer contributions
- $227,357
- Participant contributions
- $1,844,995
- Total contributions
- $4,066,877
- Total income / additions
- $7,599,798
Expenses & distributions
- Benefits paid
- $1,415,935
- Administrative expenses
- $86,311
- Total expenses
- $1,502,246
- Net increase / (decrease)
- $6,097,552
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,876 | $0 | 2023 |
| Retirement Advisors, LLC | INVESTMENT ADVISORY | $28,438 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Range Services LLC
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Wsmr, NM
- Principal Life Insurance Company — Schedule C compensation
- Retirement Advisors, LLC — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation