Plan5500

Southwest Marine Welfare Trust — Form 5500 plan (Board Of Trustees, Southwest Marine Welfare Trust)

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 Marine Welfare Trust is a benefit plan reported by Board Of Trustees, Southwest Marine Welfare Trust under EIN 95-1935595 and plan number 501. The latest loaded filing year is 2023. The filing reports 19 participants and $938,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Board Of Trustees, Southwest Marine Welfare Trust
EIN
95-1935595
Plan number
501
Plan type
1
Location
Los Angeles, CA
Latest filing year
2023
Participants
19
End-of-year plan assets
$938,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202319I, C20241011145508NAL0011056787001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$938,136
Total liabilities (EOY)
$166,096
Net assets (EOY)
$772,040
Net assets (BOY)
$678,037

Income & contributions

Employer contributions
$484,200
Participant contributions
$4,092
Total income / additions
$519,244

Expenses & distributions

Benefits paid
$377,668
Administrative expenses
$21,876
Total expenses
$425,241
Net increase / (decrease)
$94,003

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Programs AdministrationNONE$30,876not reported in the loaded dataset2023
Miller Kaplan Arase LlpNONE$7,900not reported in the loaded dataset2023

Related Form 5500 pages