Trustees - Southwest States Conference Defined Contribution Fun — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Trustees - Southwest States Conference Defined Contribution Fun (EIN 27-1555556) is a plan sponsor located in Kenner, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
27-1555556
Location
Kenner, LA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$4,752,687
Total reported liabilities (EOY)
$21,894
Total reported net assets (EOY)
$4,730,793

Contributions & income

Employer contributions
$178,312
Total income / additions
$748,489

Expenses & distributions

Benefits paid / distributions
$178,967
Total expenses
$311,717
Net increase / (decrease)
$436,772

Coverage

Total reported participants
881
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Trustees - Southwest States Conference Defined Contribution Fun plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southwest States Conference Defined Contribution Fund001881$4,752,6872023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Trustees - Southwest States Conference Defined Contribution Fun
YearPlanParticipantsSchedulesFiling
2023Southwest States Conference Defined Contribution Fund881H, C20250409174106NAL0011097875001

Related Form 5500 pages