Sxsw 401(K) Plan — Form 5500 plan (Sxsw 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, Sxsw 401(K) Plan is a benefit plan reported by Sxsw LLC under EIN 46-1604402 and plan number 001. The latest loaded filing year is 2023. The filing reports 201 participants and $21,648,707 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.6MPlan net assets, end of year$21,648,707
Participants201Covered participants reported
Assets / participant$107.7KComputed: assets ÷ participants$107,705 (computed)
Provider compensation$86.4K4 Schedule C provider row(s)$86,369
- Plan sponsor
- Sxsw LLC
- EIN
- 46-1604402
- Plan number
- 001
- Plan type
- 2
- Location
- Austin, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 201 | H, C | 20241111121203NAL0009186019001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21.6M total assets
Net assets$21.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,648,707
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,648,707
- Net assets (BOY)
- $20,098,298
Income & contributions
- Employer contributions
- $448,743
- Participant contributions
- $1,122,213
- Total contributions
- $1,725,661
- Total income / additions
- $4,680,640
Expenses & distributions
- Benefits paid
- $3,043,862
- Administrative expenses
- $86,369
- Total expenses
- $3,130,231
- Net increase / (decrease)
- $1,550,409
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
29%71%
Employer 29%Participant 71%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income65%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial Group LLC | INVESTMENT ADVISOR | $42,812 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $19,897 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,960 | not reported in the loaded dataset | 2023 |
| Peggy Edge Dba Peggy Edge Cpa LLC | AUDITOR | $7,700 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sxsw LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Austin, TX
- Pensionmark Financial Group LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Peggy Edge Dba Peggy Edge Cpa LLC — Schedule C compensation