2023 Form 5500 filing — Southwest Shipyard L.P. 401(K) Savings And Retirement 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 20241001054450NAL0003798835001) for Southwest Shipyard L.P. 401(K) Savings And Retirement Plan, reported by Southwest Shipyard, L.P. under EIN 76-0515702 and plan number 002. It reports 312 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)$12.7MReported net assets$12,704,810
Participants312
Provider compensation$17.4K2 Schedule C row(s)$17,365
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001054450NAL0003798835001
Plan sponsor
Southwest Shipyard, L.P.
EIN
76-0515702
Plan number
002
Location
Channelview, TX
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Money in vs. money out
Total income / additions$3M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$392.1K
Participant$948.7K
Full reported line items
Total assets (EOY)
$12,704,810
Total liabilities (EOY)
$0
Net assets (EOY)
$12,704,810
Employer contributions
$392,123
Participant contributions
$948,716
Total income / additions
$3,000,702
Benefits paid
$1,110,848
Administrative expenses
$17,365
Total expenses
$1,129,415
Net increase / (decrease)
$1,871,287
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $21.5K
  2. 2
    PLAN ADMINISTRATOR · Direct -$4.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001054450NAL0003798835001 cover?
It is the 2023 Form 5500 filing for Southwest Shipyard L.P. 401(K) Savings And Retirement Plan, reported by Southwest Shipyard, L.P. (EIN 76-0515702).
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