2023 Form 5500 filing — Southwestern Electrical Company, Inc. Employees Stock Ownership 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 20240913095512NAL0009752865001) for Southwestern Electrical Company, Inc. Employees Stock Ownership Plan, reported by Southwestern Electrical Company, Inc. under EIN 48-0691092 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.4MReported net assets$4,381,932
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240913095512NAL0009752865001
Plan sponsor
Southwestern Electrical Company, Inc.
EIN
48-0691092
Plan number
001
Location
Wichita, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$4.4MLiabilities$993.5K
Money in vs. money out
Total income / additions$1.1M
Total expenses$419K
Benefits paid / distributions$400.8K
Contributions
Employer$286.2K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$5,375,466
Total liabilities (EOY)
$993,534
Net assets (EOY)
$4,381,932
Employer contributions
$286,232
Total income / additions
$1,078,014
Benefits paid
$400,792
Administrative expenses
$70
Total expenses
$419,004
Net increase / (decrease)
$659,010

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913095512NAL0009752865001 cover?
It is the 2023 Form 5500 filing for Southwestern Electrical Company, Inc. Employees Stock Ownership Plan, reported by Southwestern Electrical Company, Inc. (EIN 48-0691092).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages