2023 Form 5500 filing — Southwest Electric Co. Corporate 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 20241014084711NAL0025753745001) for Southwest Electric Co. Corporate 401(K) Plan, reported by Southwest Electric Co. under EIN 73-0558653 and plan number 003. It reports 231 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)$11.2MReported net assets$11,210,799
Participants231
Provider compensation$69.7K4 Schedule C row(s)$69,655
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014084711NAL0025753745001
Plan sponsor
Southwest Electric Co.
EIN
73-0558653
Plan number
003
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$907.5K
Benefits paid / distributions$837.3K
Contributions
Employer$160.7K
Participant$1M
Full reported line items
Total assets (EOY)
$11,210,799
Total liabilities (EOY)
$0
Net assets (EOY)
$11,210,799
Employer contributions
$160,736
Participant contributions
$1,033,576
Total income / additions
$2,501,788
Benefits paid
$837,331
Administrative expenses
$70,172
Total expenses
$907,503
Net increase / (decrease)
$1,594,285
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $26.3K
  2. 2
    NONE · Direct $24.7K
  3. 3
    Pasi, LLC$10.4K
    NONE · Direct $10.4K
  4. 4
    NONE · Direct $8.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014084711NAL0025753745001 cover?
It is the 2023 Form 5500 filing for Southwest Electric Co. Corporate 401(K) Plan, reported by Southwest Electric Co. (EIN 73-0558653).
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