2023 Form 5500 filing — Southwest States Conference Defined Contribution Fund
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 20250409174106NAL0011097875001) for Southwest States Conference Defined Contribution Fund, reported by Trustees - Southwest States Conference Defined Contribution Fun under EIN 27-1555556 and plan number 001. It reports 881 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250409174106NAL0011097875001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees - Southwest States Conference Defined Contribution Fun
- EIN
- 27-1555556
- Plan number
- 001
- Location
- Kenner, LA
- Participants
- 881
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,752,687
- Total liabilities (EOY)
- $21,894
- Net assets (EOY)
- $4,730,793
- Employer contributions
- $178,312
- Total income / additions
- $748,489
- Benefits paid
- $178,967
- Administrative expenses
- $132,750
- Total expenses
- $311,717
- Net increase / (decrease)
- $436,772
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Standard | NONE | $20,048 | $67,862 |
| Robein Urann Spencer Et Al | NONE | $39,184 | not reported in the loaded dataset |
| Needles & Associates, LLC. | NONE | $23,856 | not reported in the loaded dataset |