Southwest Care Center — 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 Care Center (EIN 85-0397444) is a plan sponsor located in Santa Fe, NM 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
85-0397444
Location
Santa Fe, NM
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$6,482,057
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$6,482,057

Contributions & income

Employer contributions
$292,536
Participant contributions
$654,934
Total income / additions
$1,915,821

Expenses & distributions

Benefits paid / distributions
$1,129,129
Total expenses
$1,149,808
Net increase / (decrease)
$766,013

Coverage

Total reported participants
299
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

Southwest Care Center plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southwest Care Center 401(K) Profit Sharing Plan001181$6,482,0572023
Southwest Care Center Health & Welfare Plan501118not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwest Care Center
YearPlanParticipantsSchedulesFiling
2023Southwest Care Center Health & Welfare Plan11820240610153612NAL0026828705001
2023Southwest Care Center 401(K) Profit Sharing Plan181H, C20241006184048NAL0015160001001

Related Form 5500 pages