2023 Form 5500 filing — Southwest Marine Welfare Trust
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 20241011145508NAL0011056787001) for Southwest Marine Welfare Trust, reported by Board Of Trustees, Southwest Marine Welfare Trust under EIN 95-1935595 and plan number 501. It reports 19 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145508NAL0011056787001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Southwest Marine Welfare Trust
- EIN
- 95-1935595
- Plan number
- 501
- Location
- Los Angeles, CA
- Participants
- 19
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $938,136
- Total liabilities (EOY)
- $166,096
- Net assets (EOY)
- $772,040
- Employer contributions
- $484,200
- Participant contributions
- $4,092
- Total income / additions
- $519,244
- Benefits paid
- $377,668
- Administrative expenses
- $21,876
- Total expenses
- $425,241
- Net increase / (decrease)
- $94,003
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Programs Administration | NONE | $30,876 | not reported in the loaded dataset |
| Miller Kaplan Arase Llp | NONE | $7,900 | not reported in the loaded dataset |