2023 Form 5500 filing — Southwestern Industries, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722175653NAL0010949217001) for Southwestern Industries, Inc. 401(K) Plan, reported by Southwestern Industries, Inc. under EIN 95-3746481 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722175653NAL0010949217001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwestern Industries, Inc.
- EIN
- 95-3746481
- Plan number
- 001
- Location
- Rancho Dominguez, CA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,100,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,100,412
- Employer contributions
- $469,406
- Participant contributions
- $1,180,530
- Total income / additions
- $4,882,839
- Benefits paid
- $2,029,100
- Administrative expenses
- $62,678
- Total expenses
- $2,091,778
- Net increase / (decrease)
- $2,791,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oppenheimer & Co Inc | ADVISOR | $36,904 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $17,229 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $8,545 | not reported in the loaded dataset |