Southwest Power Pool, Inc. Retirement Plan — Form 5500 plan (Southwest Power Pool, 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 Power Pool, Inc. Retirement Plan is a benefit plan reported by Southwest Power Pool, Inc. under EIN 71-0748158 and plan number 001. The latest loaded filing year is 2023. The filing reports 942 participants and $132,068,689 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwest Power Pool, Inc.
EIN
71-0748158
Plan number
001
Plan type
2
Location
Little Rock, AR
Latest filing year
2023
Participants
942
End-of-year plan assets
$132,068,689

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023942H, C20240726220115NAL0016871921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$132,068,689
Total liabilities (EOY)
$0
Net assets (EOY)
$132,068,689
Net assets (BOY)
$109,170,083

Income & contributions

Employer contributions
$6,910,000
Total contributions
$6,910,000
Total income / additions
$25,336,057

Expenses & distributions

Benefits paid
$2,161,093
Administrative expenses
$276,358
Total expenses
$2,437,451
Net increase / (decrease)
$22,898,606

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stephens, Inc.NONE$276,358not reported in the loaded dataset2023

Related Form 5500 pages