Southwest Care Center 401(K) Profit Sharing Plan — Form 5500 plan (Southwest Care Center)
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 Care Center 401(K) Profit Sharing Plan is a benefit plan reported by Southwest Care Center under EIN 85-0397444 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $6,482,057 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Care Center
- EIN
- 85-0397444
- Plan number
- 001
- Plan type
- 2
- Location
- Santa Fe, NM
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $6,482,057
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241006184048NAL0015160001001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,482,057
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,482,057
- Net assets (BOY)
- $5,716,044
Income & contributions
- Employer contributions
- $292,536
- Participant contributions
- $654,934
- Total contributions
- $965,208
- Total income / additions
- $1,915,821
Expenses & distributions
- Benefits paid
- $1,129,129
- Administrative expenses
- $20,679
- Total expenses
- $1,149,808
- Net increase / (decrease)
- $766,013
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dubuque Bank & Trust | NONE | $20,679 | $0 | 2023 |