2023 Form 5500 filing — Economic Security Corporation Of Southwest Area 403(B) 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 20250706105046NAL0002510001001) for Economic Security Corporation Of Southwest Area 403(B) Plan, reported by Economic Security Corporation Of Southwest Area under EIN 43-0834199 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250706105046NAL0002510001001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Economic Security Corporation Of Southwest Area
- EIN
- 43-0834199
- Plan number
- 001
- Location
- Joplin, MO
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,569,364
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,569,364
- Employer contributions
- $199,615
- Participant contributions
- $477,154
- Total income / additions
- $1,901,665
- Benefits paid
- $1,023,309
- Administrative expenses
- $37,118
- Total expenses
- $1,060,427
- Net increase / (decrease)
- $841,238
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $37,118 | $1,558 |