2023 Form 5500 filing — Southwest Transplant Alliance 401(A) 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 20241015123514NAL0029642289001) for Southwest Transplant Alliance 401(A) Retirement Plan, reported by Southwest Transplant Alliance under EIN 75-1469319 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015123514NAL0029642289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwest Transplant Alliance
- EIN
- 75-1469319
- Plan number
- 001
- Location
- Dallas, TX
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,274,869
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,274,869
- Employer contributions
- $2,130,431
- Total income / additions
- $3,833,329
- Benefits paid
- $1,090,659
- Administrative expenses
- $58,305
- Total expenses
- $1,148,964
- Net increase / (decrease)
- $2,684,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $108,335 | $0 |
| Prospera Financial Services, Inc. | BROKER DEALER | $0 | $30,538 |
| Cecilco | ADMINISTRATOR | $9,362 | $11,591 |