Southwestern Wire, Inc. 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Southwestern Wire, 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, Southwestern Wire, Inc. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Southwestern Wire, Inc. under EIN 73-1398722 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $8,307,638 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southwestern Wire, Inc.
EIN
73-1398722
Plan number
001
Plan type
2
Location
Norman, OK
Latest filing year
2023
Participants
251
End-of-year plan assets
$8,307,638

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023251H, C20250428141258NAL0019786896001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,307,638
Total liabilities (EOY)
$0
Net assets (EOY)
$8,307,638
Net assets (BOY)
$7,346,547

Income & contributions

Employer contributions
$139,614
Participant contributions
$642,008
Total contributions
$781,622
Total income / additions
$1,866,695

Expenses & distributions

Benefits paid
$862,843
Administrative expenses
$21,131
Total expenses
$905,604
Net increase / (decrease)
$961,091

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$21,129$02023
Empower Advisory Group, LLCINVESTMENT MGMT$2not reported in the loaded dataset2023

Related Form 5500 pages