Southwest Network 403(B) Retirement Plan — Form 5500 plan (Southwest Network, 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 Network 403(B) Retirement Plan is a benefit plan reported by Southwest Network, Inc. under EIN 86-0966400 and plan number 001. The latest loaded filing year is 2023. The filing reports 447 participants and $11,336,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Network, Inc.
- EIN
- 86-0966400
- Plan number
- 001
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 447
- End-of-year plan assets
- $11,336,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 447 | H, C | 20250313094710NAL0034612288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,336,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,336,752
- Net assets (BOY)
- $10,219,775
Income & contributions
- Employer contributions
- $267,675
- Participant contributions
- $919,345
- Total contributions
- $1,250,932
- Total income / additions
- $2,732,017
Expenses & distributions
- Benefits paid
- $1,555,214
- Administrative expenses
- $59,826
- Total expenses
- $1,615,040
- Net increase / (decrease)
- $1,116,977
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance And Annui | RECORDKEEPER | $59,228 | $0 | 2023 |
| Cbiz Investment Advisory Services | INVESTMENT ADVISOR | $82 | $29,291 | 2023 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMIN | $0 | $5,020 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Network, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Voya Retirement Insurance And Annui — Schedule C compensation
- Cbiz Investment Advisory Services — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation