Miside Community Impact Network Erisa 403(B) Plan — Form 5500 plan (Southwest Solutions)
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, Miside Community Impact Network Erisa 403(B) Plan is a benefit plan reported by Southwest Solutions under EIN 38-2672000 and plan number 001. The latest loaded filing year is 2023. The filing reports 462 participants and $11,520,213 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Solutions
- EIN
- 38-2672000
- Plan number
- 001
- Plan type
- 2
- Location
- Detroit, MI
- Latest filing year
- 2023
- Participants
- 462
- End-of-year plan assets
- $11,520,213
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 462 | H, C | 20250709075431NAL0002699971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,520,213
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,520,213
- Net assets (BOY)
- $10,045,946
Income & contributions
- Employer contributions
- $579,951
- Participant contributions
- $188,178
- Total contributions
- $794,124
- Total income / additions
- $2,960,437
Expenses & distributions
- Benefits paid
- $1,445,175
- Administrative expenses
- $40,995
- Total expenses
- $1,486,170
- Net increase / (decrease)
- $1,474,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas | RECORDKEEPER | $13,724 | not reported in the loaded dataset | 2023 |
| Cbiz | THIRD PARTY ADMIN | $12,819 | not reported in the loaded dataset | 2023 |
| Sigma Financial Corporation | RIA | $7,916 | not reported in the loaded dataset | 2023 |