Southwest Security, Inc. — 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 Security, Inc. (EIN 64-0639663) is a plan sponsor located in Natchez, MS with 2 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
64-0639663
Location
Natchez, MS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$12,689,022
Total reported liabilities (EOY)
$2,875
Total reported net assets (EOY)
$12,686,147

Contributions & income

Employer contributions
$225,530
Participant contributions
$411,273
Total income / additions
$2,582,094

Expenses & distributions

Benefits paid / distributions
$816,518
Total expenses
$934,095
Net increase / (decrease)
$1,647,999

Coverage

Total reported participants
244
Plans with financial statements
2
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

Southwest Security, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southwest Security, Inc. 401(K) Plan002128$7,889,4022023
Southwest Security, Inc. Employee Stock Ownership Plan001116$4,799,6202023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwest Security, Inc.
YearPlanParticipantsSchedulesFiling
2023Southwest Security, Inc. 401(K) Plan128H, C20241015153550NAL0030191985001
2023Southwest Security, Inc. Employee Stock Ownership Plan116H20241015160513NAL0016835091001

Related Form 5500 pages