Southwest Healthcare Associates, LLC Employee Savings Trust — Form 5500 plan (Southwest Healthcare Associates, LLC)
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 Healthcare Associates, LLC Employee Savings Trust is a benefit plan reported by Southwest Healthcare Associates, LLC under EIN 85-0481272 and plan number 001. The latest loaded filing year is 2023. The filing reports 12 participants and $3,128,554 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Healthcare Associates, LLC
- EIN
- 85-0481272
- Plan number
- 001
- Plan type
- 2
- Location
- Las Cruces, NM
- Latest filing year
- 2023
- Participants
- 12
- End-of-year plan assets
- $3,128,554
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12 | I | 20240910130506NAL0006897089001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,128,554
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,128,554
- Net assets (BOY)
- $2,424,082
Income & contributions
- Employer contributions
- $55,884
- Participant contributions
- $114,000
- Total income / additions
- $718,280
Expenses & distributions
- Benefits paid
- $9,183
- Administrative expenses
- $4,625
- Total expenses
- $13,808
- Net increase / (decrease)
- $704,472
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.