Southwest Power Pool 401(K) Savings 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 401(K) Savings Plan is a benefit plan reported by Southwest Power Pool, Inc. under EIN 71-0748158 and plan number 002. The latest loaded filing year is 2023. The filing reports 790 participants and $193,501,310 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
- 002
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 790
- End-of-year plan assets
- $193,501,310
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 790 | H, C | 20240729115833NAL0018741489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $193,501,310
- Net assets (EOY)
- $193,501,310
- Net assets (BOY)
- $157,529,682
Income & contributions
- Employer contributions
- $4,162,879
- Participant contributions
- $7,959,691
- Total contributions
- $14,412,249
- Total income / additions
- $43,177,496
Expenses & distributions
- Benefits paid
- $7,069,854
- Administrative expenses
- $136,014
- Total expenses
- $7,205,868
- Net increase / (decrease)
- $35,971,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $101,014 | $0 | 2023 |
| First Security Bank | INVESTMENT ADVISORY | $35,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwest Power Pool, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Transamerica Retirement Solutions — Schedule C compensation
- First Security Bank — Schedule C compensation
- National Financial Services — Schedule C compensation