Plan5500

Southwest Human Development — 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 Human Development (EIN 86-0407179) is a plan sponsor located in Phoenix, AZ 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
86-0407179
Location
Phoenix, AZ
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$37.6MSummed across loaded plans$37,606,177
Total reported assets$37.6M$37,606,177
Total reported participants1.8K1,792
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$37.6M total assets
Net assets$37.6MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$2.2M
Total income / additions$9.4M
Expenses & distributions
Benefits paid / distributions$5.2M
Total expenses$5.3M
Net increase / (decrease)$4.1M

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%Southwest Human Development, Inc. 401(K) And Profit Sharing Plan
Participants per plan896Average 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
    Southwest Human Development, Inc. 401(K) And Profit Sharing Plan$37.6M
    Plan #001 · 992 participants · 2023
  2. 2
    Southwest Human Development Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 800 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southwest Human Development
YearPlanParticipantsSchedulesFiling
2023Southwest Human Development Health And Welfare Benefit Plan800—20240917143012NAL0001812499001
2023Southwest Human Development, Inc. 401(K) And Profit Sharing Plan992H, C20241014145629NAL0026484593001

Related Form 5500 pages