Southwest Energy Profit Sharing Plan — Form 5500 plan (Southwest Energy Management, LLC)

Plain-English plan 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, Southwest Energy Profit Sharing Plan is a benefit plan reported by Southwest Energy Management, LLC under EIN 26-3253459 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $81,156,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Energy Management, LLC
EIN
26-3253459
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
286
End-of-year plan assets
$81,156,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023286H, C20241014180404NAL0028049089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$81,156,867
Total liabilities (EOY)
$0
Net assets (EOY)
$81,156,867
Net assets (BOY)
$70,442,171

Income & contributions

Employer contributions
$4,770,509
Participant contributions
$1,786,473
Total contributions
$6,704,536
Total income / additions
$17,807,560

Expenses & distributions

Benefits paid
$7,048,714
Administrative expenses
$44,150
Total expenses
$7,092,864
Net increase / (decrease)
$10,714,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mma Securities LLCNONE$41,250not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$5,650$02023

Related Form 5500 pages