Southwest Spine & Pain, LLC 401(K) Plan — Form 5500 plan (Southwest Spine And Pain Care Specialists, 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 Spine & Pain, LLC 401(K) Plan is a benefit plan reported by Southwest Spine And Pain Care Specialists, LLC under EIN 27-3995478 and plan number 001. The latest loaded filing year is 2023. The filing reports 204 participants and $4,213,668 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Spine And Pain Care Specialists, LLC
EIN
27-3995478
Plan number
001
Plan type
2
Location
Saint George, UT
Latest filing year
2023
Participants
204
End-of-year plan assets
$4,213,668

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023204H, C20241009151056NAL0009338099001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,213,668
Total liabilities (EOY)
$92,932
Net assets (EOY)
$4,120,736
Net assets (BOY)
$3,676,234

Income & contributions

Employer contributions
$69,550
Participant contributions
$381,936
Total contributions
$496,037
Total income / additions
$993,489

Expenses & distributions

Benefits paid
$508,897
Administrative expenses
$40,090
Total expenses
$548,987
Net increase / (decrease)
$444,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mountain West AdvisorsINVESTMENT ADVISOR$22,347not reported in the loaded dataset2023
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$17,743not reported in the loaded dataset2023

Related Form 5500 pages