2023 Form 5500 filing — Sxsw 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 20241111121203NAL0009186019001) for Sxsw 401(K) Plan, reported by Sxsw LLC under EIN 46-1604402 and plan number 001. It reports 201 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)$21.6MReported net assets$21,648,707
Participants201
Provider compensation$86.4K4 Schedule C row(s)$86,369
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241111121203NAL0009186019001
- Plan sponsor
- Sxsw LLC
- EIN
- 46-1604402
- Plan number
- 001
- Location
- Austin, TX
- Received date
- not reported in the loaded dataset
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)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,648,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,648,707
- Employer contributions
- $448,743
- Participant contributions
- $1,122,213
- Total income / additions
- $4,680,640
- Benefits paid
- $3,043,862
- Administrative expenses
- $86,369
- Total expenses
- $3,130,231
- Net increase / (decrease)
- $1,550,409
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $42,812 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,897 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,960 | not reported in the loaded dataset |
| Peggy Edge Dba Peggy Edge Cpa LLC | AUDITOR | $7,700 | not reported in the loaded dataset |