How many benefit plans does Southwest Brokerage Company report on Form 5500?

Southwest Brokerage Company (EIN 33-0620201) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Southwest Brokerage Company?

The Employer Identification Number (EIN) reported for Southwest Brokerage Company is 33-0620201.

What is the latest Form 5500 filing year for Southwest Brokerage Company?

The latest loaded Form 5500 filing year for Southwest Brokerage Company is 2023.

Southwest Brokerage Company — 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, Southwest Brokerage Company (EIN 33-0620201) is a plan sponsor located in Calexico, CA 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: 33-0620201
Location: Calexico, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southwest Brokerage Company

1 loaded plans hold $639 in reported assets.
The largest, Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
Plans cover 5 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$639Summed across loaded plans

Total reported assets$639

Total reported participants5

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$639 total assets

Net assets$639Liabilities$0

Contributions & income

Employer contributions$168

Participant contributions$348

Total income / additions$639

Expenses & distributions

Benefits paid / distributions$0

Total expenses$0

Net increase / (decrease)$639

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust

Participants per plan5Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust$639
Plan #001 · 5 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southwest Brokerage Company. Open one for its full reported snapshot.

2023
Southwest Brokerage Company 401(K) Profit Sharing Plan & Trust5 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southwest Brokerage Company report on Form 5500?: Southwest Brokerage Company (EIN 33-0620201) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southwest Brokerage Company?: The Employer Identification Number (EIN) reported for Southwest Brokerage Company is 33-0620201.
What is the latest Form 5500 filing year for Southwest Brokerage Company?: The latest loaded Form 5500 filing year for Southwest Brokerage Company is 2023.