2023 Form 5500 filing — Southwest Ambulance Pension 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 20240926111315NAL0001016784001) for Southwest Ambulance Pension Plan, reported by Sw General, Inc., Dba Southwest Ambulance under EIN 86-0434455 and plan number 001. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$23.4MReported net assets$23,380,228
Participants698
Provider compensation$278.4K4 Schedule C row(s)$278,353
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240926111315NAL0001016784001
Plan sponsor
Sw General, Inc., Dba Southwest Ambulance
EIN
86-0434455
Plan number
001
Location
Greenwood Village, CO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$23.4M total assets
Net assets$23.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$3.8M
Benefits paid / distributions$3.1M
Full reported line items
Total assets (EOY)
$23,380,228
Total liabilities (EOY)
$0
Net assets (EOY)
$23,380,228
Total income / additions
$2,070,592
Benefits paid
$3,080,126
Administrative expenses
$702,349
Total expenses
$3,782,475
Net increase / (decrease)
-$1,711,883
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $224.1K · Indirect $0
  2. 2
    ACCOUNTANT · Direct $29.6K
  3. 3
    INVESTMENT ADVISORY · Direct $14.6K
  4. 4
    ACCOUNTANT · Direct $10K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240926111315NAL0001016784001 cover?
It is the 2023 Form 5500 filing for Southwest Ambulance Pension Plan, reported by Sw General, Inc., Dba Southwest Ambulance (EIN 86-0434455).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages