Empire Retirement Savings Plan — Form 5500 plan (Empire Southwest 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, Empire Retirement Savings Plan is a benefit plan reported by Empire Southwest LLC under EIN 86-0894087 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,955 participants and $416,779,340 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Empire Southwest LLC
- EIN
- 86-0894087
- Plan number
- 002
- Plan type
- 2
- Location
- Mesa, AZ
- Latest filing year
- 2023
- Participants
- 2,955
- End-of-year plan assets
- $416,779,340
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,955 | H, C | 20240729145807NAL0011152579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $416,779,340
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $416,779,340
- Net assets (BOY)
- $254,533,914
Income & contributions
- Employer contributions
- $8,308,157
- Participant contributions
- $24,649,099
- Total contributions
- $35,045,153
- Total income / additions
- $89,165,386
Expenses & distributions
- Benefits paid
- $14,375,404
- Administrative expenses
- $362,568
- Total expenses
- $14,737,972
- Net increase / (decrease)
- $74,427,414
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $275,918 | not reported in the loaded dataset | 2023 |
| Wealthplan Advisors | NONE | $75,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $11,650 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Empire Southwest LLC
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Mesa, AZ
- Oneamerica Retirement Services LLC — Schedule C compensation
- Wealthplan Advisors — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Matrix Trust Company — Schedule C compensation