2023 Form 5500 filing — Southwest Water Works, LLC 401k

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 20241011120232NAL0010894739001) for Southwest Water Works, LLC 401k, reported by Southwest Water Works, LLC under EIN 73-1580903 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.1MReported net assets$1,086,952
Participants49
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241011120232NAL0010894739001
Plan sponsor
Southwest Water Works, LLC
EIN
73-1580903
Plan number
001
Location
Oklahoma City, OK
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)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$284.2K
Total expenses$2.2K
Benefits paid / distributions$533
Contributions
Employer$70.3K
Participant$98.8K
Full reported line items
Total assets (EOY)
$1,086,952
Total liabilities (EOY)
$0
Net assets (EOY)
$1,086,952
Employer contributions
$70,287
Participant contributions
$98,770
Total income / additions
$284,172
Benefits paid
$533
Administrative expenses
$1,640
Total expenses
$2,173
Net increase / (decrease)
$281,999

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011120232NAL0010894739001 cover?
It is the 2023 Form 5500 filing for Southwest Water Works, LLC 401k, reported by Southwest Water Works, LLC (EIN 73-1580903).
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