Plan5500

Southwest Security, Inc. 401(K) 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. 401(K) Plan is a benefit plan reported by Southwest Security, Inc. under EIN 64-0639663 and plan number 002. The latest loaded filing year is 2023. The filing reports 128 participants and $7,889,402 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
002
Plan type
2
Location
Natchez, MS
Latest filing year
2023
Participants
128
End-of-year plan assets
$7,889,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20241015153550NAL0030191985001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,889,402
Total liabilities (EOY)
$2,875
Net assets (EOY)
$7,886,527
Net assets (BOY)
$6,250,191

Income & contributions

Employer contributions
$165,530
Participant contributions
$411,273
Total contributions
$576,803
Total income / additions
$2,192,486

Expenses & distributions

Benefits paid
$488,386
Administrative expenses
$67,764
Total expenses
$556,150
Net increase / (decrease)
$1,636,336

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co.SERVICE PROVIDER$300$02023

Related Form 5500 pages