Plan5500

Culligan Southwest, 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, Culligan Southwest, Inc. (EIN 75-0917155) is a plan sponsor located in San Antonio, TX 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
75-0917155
Location
San Antonio, TX
Loaded plans
2
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 Culligan Southwest, Inc.

  • 2 loaded plans hold $11M in reported assets.
  • The largest, Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 264 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11MSummed across loaded plans$10,954,085
Total reported assets$11M$10,954,085
Total reported participants264
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11M total assets
Net assets$11MLiabilities$0
Contributions & income
Employer contributions$233.5K
Participant contributions$543.5K
Total income / additions$2.7M
Expenses & distributions
Benefits paid / distributions$793K
Total expenses$811.5K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust
Participants per plan132Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust$11M
    Plan #001 · 155 participants · 2023
  2. 2
    Culligan Southwest, Inc. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 109 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 Culligan Southwest, Inc.. Open one for its full reported snapshot.

  1. 2023
    Culligan Southwest, Inc. Employee Benefits Plan109 participants · 2No schedules
    View filing →
  2. 2023
    Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust155 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Culligan Southwest, Inc. report on Form 5500?
Culligan Southwest, Inc. (EIN 75-0917155) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Culligan Southwest, Inc.?
The Employer Identification Number (EIN) reported for Culligan Southwest, Inc. is 75-0917155.
What is the latest Form 5500 filing year for Culligan Southwest, Inc.?
The latest loaded Form 5500 filing year for Culligan Southwest, Inc. is 2023.

Related Form 5500 pages