Plan5500

Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Culligan Southwest, 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, Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Culligan Southwest, Inc. under EIN 75-0917155 and plan number 001. The latest loaded filing year is 2023. The filing reports 155 participants and $10,954,085 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11MPlan net assets, end of year$10,954,085
Participants155Covered participants reported
Assets / participant$70.7KComputed: assets ÷ participants$70,672 (computed)
Provider compensation$7.1K2 Schedule C provider row(s)$7,065
Plan sponsor
Culligan Southwest, Inc.
EIN
75-0917155
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    155 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11M total assets
Net assets$11MLiabilities$0
Money in vs. money out
Total income / additions$2.7M
Total expenses$811.5K
Benefits paid / distributions$793K
Contributions
Employer$233.5K
Participant$543.5K
Full reported line items

Net assets

Total assets (EOY)
$10,954,085
Total liabilities (EOY)
$0
Net assets (EOY)
$10,954,085
Net assets (BOY)
$9,026,511

Income & contributions

Employer contributions
$233,524
Participant contributions
$543,514
Total contributions
$777,038
Total income / additions
$2,739,068

Expenses & distributions

Benefits paid
$793,027
Administrative expenses
$7,065
Total expenses
$811,494
Net increase / (decrease)
$1,927,574
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Adp, Inc.$7.1K
    RECORD KEEPER · Direct $7.1K · Indirect $0
  2. 2
    Adp Broker-Dealer$0
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust?
Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust is reported as sponsored by Culligan Southwest, Inc. (EIN 75-0917155, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust?
The latest Form 5500 filing year loaded for Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust is 2023.
How many participants does Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust report?
Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust reports 155 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust?
Culligan Southwest, Inc. 401(K) Profit Sharing Plan & Trust reports $10,954,085 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages