2023 Form 5500 filing — Southwestern/Great American Inc. Profit Sharing And Employee Savings 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 20241015172156NAL0016956995001) for Southwestern/Great American Inc. Profit Sharing And Employee Savings Plan, reported by Southwestern/Great American, Inc. under EIN 62-1147144 and plan number 001. It reports 562 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)$41.3MReported net assets$41,310,285

Participants562

Provider compensation$123.3K2 Schedule C row(s)$123,296

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015172156NAL0016956995001
Plan sponsor: Southwestern/Great American, Inc.
EIN: 62-1147144
Plan number: 001
Location: Nashville, TN
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)$41.3M total assets

Net assets$41.3MLiabilities$0

Money in vs. money out

Total income / additions$7.1M

Total expenses$3.3M

Benefits paid / distributions$3.2M

Contributions

Employer$744K

Participant$1.5M

Full reported line items

Total assets (EOY): $41,310,285
Total liabilities (EOY): $0
Net assets (EOY): $41,310,285
Employer contributions: $743,997
Participant contributions: $1,480,853
Total income / additions: $7,073,598
Benefits paid: $3,246,406
Administrative expenses: $88,724
Total expenses: $3,335,130
Net increase / (decrease): $3,738,468

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$88.3K
CONTRACT ADMINISTRATOR · Direct $88.3K · Indirect $0
2
Pensionmark Financial Group, LLC$35K
INVESTMENT ADVISORY · Direct $0 · Indirect $35K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015172156NAL0016956995001 cover?: It is the 2023 Form 5500 filing for Southwestern/Great American Inc. Profit Sharing And Employee Savings Plan, reported by Southwestern/Great American, Inc. (EIN 62-1147144).
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).