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, Behavioral Systems Southwest, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Behavioral Systems Southwest, Inc. under EIN 95-3238991 and plan number 002. The latest loaded filing year is 2023. The filing reports 151 participants and $5,535,219 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,535,219
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,535,219
- Net assets (BOY)
- $5,725,988
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $209,044
- Total contributions
- $409,044
- Total income / additions
- $1,278,002
Expenses & distributions
- Benefits paid
- $1,429,444
- Administrative expenses
- $23,731
- Total expenses
- $1,468,771
- Net increase / (decrease)
- -$190,769