Southwest Security, Inc. Employee Stock Ownership Plan — Form 5500 plan (Southwest Security, Inc.)
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 Security, Inc. Employee Stock Ownership Plan is a benefit plan reported by Southwest Security, Inc. under EIN 64-0639663 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $4,799,620 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Security, Inc.
- EIN
- 64-0639663
- Plan number
- 001
- Plan type
- 2
- Location
- Natchez, MS
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $4,799,620
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H | 20241015160513NAL0016835091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,799,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,799,620
- Net assets (BOY)
- $4,787,957
Income & contributions
- Employer contributions
- $60,000
- Total contributions
- $60,000
- Total income / additions
- $389,608
Expenses & distributions
- Benefits paid
- $328,132
- Administrative expenses
- $49,813
- Total expenses
- $377,945
- Net increase / (decrease)
- $11,663
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.