2023 Form 5500 filing — Southwest Foodservice Excellence 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 20241015152301NAL0014954083001) for Southwest Foodservice Excellence 401(K) Plan, reported by Sfe Intermediate Holdco, LLC. under EIN 82-2192226 and plan number 001. It reports 8,125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152301NAL0014954083001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sfe Intermediate Holdco, LLC.
- EIN
- 82-2192226
- Plan number
- 001
- Location
- Scottsdale, AZ
- Participants
- 8,125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,471,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,471,408
- Employer contributions
- $82,756
- Participant contributions
- $2,870,594
- Total income / additions
- $4,247,169
- Benefits paid
- $956,526
- Administrative expenses
- $345,565
- Total expenses
- $1,303,090
- Net increase / (decrease)
- $2,944,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sharebuilder Advisor LLC | NONE | $327,564 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $0 | $248,821 |
| Eidebailly | NONE | $18,001 | not reported in the loaded dataset |