2023 Form 5500 filing — Southwest Healthcare Associates, LLC Employee Savings Trust
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 20240910130506NAL0006897089001) for Southwest Healthcare Associates, LLC Employee Savings Trust, reported by Southwest Healthcare Associates, LLC under EIN 85-0481272 and plan number 001. It reports 12 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240910130506NAL0006897089001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Healthcare Associates, LLC
- EIN
- 85-0481272
- Plan number
- 001
- Location
- Las Cruces, NM
- Participants
- 12
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,128,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,128,554
- Employer contributions
- $55,884
- Participant contributions
- $114,000
- Total income / additions
- $718,280
- Benefits paid
- $9,183
- Administrative expenses
- $4,625
- Total expenses
- $13,808
- Net increase / (decrease)
- $704,472
- Schedule source
- Schedule I