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 Foodservice Excellence 401(K) Plan is a benefit plan reported by Sfe Intermediate Holdco, LLC. under EIN 82-2192226 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,125 participants and $10,471,408 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,471,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,471,408
- Net assets (BOY)
- $7,527,329
Income & contributions
- Employer contributions
- $82,756
- Participant contributions
- $2,870,594
- Total contributions
- $2,985,727
- Total income / additions
- $4,247,169
Expenses & distributions
- Benefits paid
- $956,526
- Administrative expenses
- $345,565
- Total expenses
- $1,303,090
- Net increase / (decrease)
- $2,944,079