Sewell Family Of Companies, 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, Sewell Family Of Companies, Inc. (EIN 75-0715754) is a plan sponsor located in Odessa, 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
75-0715754
Location
Odessa, TX
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,143,636
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,143,636

Contributions & income

Participant contributions
$1,279,880
Total income / additions
$3,512,584

Expenses & distributions

Benefits paid / distributions
$836,830
Total expenses
$845,805
Net increase / (decrease)
$2,666,779

Coverage

Total reported participants
1,406
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

Sewell Family Of Companies, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Sewell Family Of Companies, Inc. 401(K) Profit Sharing Plan001484$15,143,6362023
Sewell Family Of Companies Life And Disability Benefits Plan504540not reported in the loaded dataset2023
Sewell Employee Benefit Plan503382not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Sewell Family Of Companies, Inc.
YearPlanParticipantsSchedulesFiling
2023Sewell Family Of Companies, Inc. 401(K) Profit Sharing Plan484H, C20241007064848NAL0008700323001
2023Sewell Family Of Companies Life And Disability Benefits Plan54020241011001916NAL0012035411001
2023Sewell Employee Benefit Plan38220241011002312NAL0012036787001

Related Form 5500 pages