2023 Form 5500 filing — Southwest Spine & Pain, LLC 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 20241009151056NAL0009338099001) for Southwest Spine & Pain, LLC 401(K) Plan, reported by Southwest Spine And Pain Care Specialists, LLC under EIN 27-3995478 and plan number 001. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009151056NAL0009338099001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Spine And Pain Care Specialists, LLC
- EIN
- 27-3995478
- Plan number
- 001
- Location
- Saint George, UT
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,213,668
- Total liabilities (EOY)
- $92,932
- Net assets (EOY)
- $4,120,736
- Employer contributions
- $69,550
- Participant contributions
- $381,936
- Total income / additions
- $993,489
- Benefits paid
- $508,897
- Administrative expenses
- $40,090
- Total expenses
- $548,987
- Net increase / (decrease)
- $444,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mountain West Advisors | INVESTMENT ADVISOR | $22,347 | not reported in the loaded dataset |
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $17,743 | not reported in the loaded dataset |