How many benefit plans does Swbc Professional Employer Services V, LLC report on Form 5500?

Swbc Professional Employer Services V, LLC (EIN 27-3708085) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Swbc Professional Employer Services V, LLC?

The Employer Identification Number (EIN) reported for Swbc Professional Employer Services V, LLC is 27-3708085.

What is the latest Form 5500 filing year for Swbc Professional Employer Services V, LLC?

The latest loaded Form 5500 filing year for Swbc Professional Employer Services V, LLC is 2023.

Swbc Professional Employer Services V, LLC — 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, Swbc Professional Employer Services V, LLC (EIN 27-3708085) is a plan sponsor located in Bulverde, TX 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: 27-3708085
Location: Bulverde, TX
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $154,983,104
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $154,983,104

Contributions & income

Employer contributions: $6,363,418
Participant contributions: $16,418,773
Total income / additions: $46,980,387

Expenses & distributions

Benefits paid / distributions: $13,829,729
Total expenses: $14,692,497
Net increase / (decrease): $32,287,890

Coverage

Total reported participants: 26,241
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

Swbc Professional Employer Services V, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Swbc Professional Employer Services 401(K) Plan	333	12,623	$154,983,104	2023
Swbc Professional Employer Services V, LLC Cafeter	501	13,618	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Swbc Professional Employer Services V, LLC
Year	Plan	Participants	Schedules	Filing
2023	Swbc Professional Employer Services 401(K) Plan	12,623	H, C	20241015141401NAL0048337760001
2023	Swbc Professional Employer Services V, LLC Cafeter	13,618	—	20241015165518NAL0030414689001