Who sponsors the Southwest Human Development, Inc. 401(K) And Profit Sharing Plan?

Southwest Human Development, Inc. 401(K) And Profit Sharing Plan is reported as sponsored by Southwest Human Development, Inc. (EIN 86-0407179, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Southwest Human Development, Inc. 401(K) And Profit Sharing Plan?

The latest Form 5500 filing year loaded for Southwest Human Development, Inc. 401(K) And Profit Sharing Plan is 2023.

How many participants does Southwest Human Development, Inc. 401(K) And Profit Sharing Plan report?

Southwest Human Development, Inc. 401(K) And Profit Sharing Plan reports 992 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Southwest Human Development, Inc. 401(K) And Profit Sharing Plan?

Southwest Human Development, Inc. 401(K) And Profit Sharing Plan reports $37,606,177 in end-of-year plan assets in its latest loaded Form 5500 filing.

Southwest Human Development, Inc. 401(K) And Profit Sharing Plan — Form 5500 plan (Southwest Human Development, 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 Human Development, Inc. 401(K) And Profit Sharing Plan is a benefit plan reported by Southwest Human Development, Inc. under EIN 86-0407179 and plan number 001. The latest loaded filing year is 2023. The filing reports 992 participants and $37,606,177 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.6MPlan net assets, end of year$37,606,177

Participants992Covered participants reported

Assets / participant$37.9KComputed: assets ÷ participants$37,909 (computed)

Provider compensation$97.8K2 Schedule C provider row(s)$97,829

Plan sponsor: Southwest Human Development, Inc.
EIN: 86-0407179
Plan number: 001
Plan type: 2
Location: Phoenix, AZ
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	992	H, C	20241014145629NAL0026484593001

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)$37.6M total assets

Net assets$37.6MLiabilities$0

Money in vs. money out

Total income / additions$9.4M

Total expenses$5.3M

Benefits paid / distributions$5.2M

Contributions

Employer$1.1M

Participant$2.2M

Full reported line items

Net assets

Total assets (EOY): $37,606,177
Total liabilities (EOY): $0
Net assets (EOY): $37,606,177
Net assets (BOY): $33,513,826

Income & contributions

Employer contributions: $1,134,986
Participant contributions: $2,170,364
Total contributions: $3,458,884
Total income / additions: $9,377,376

Expenses & distributions

Benefits paid: $5,187,196
Administrative expenses: $97,829
Total expenses: $5,285,025
Net increase / (decrease): $4,092,351

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)

34%66%

Employer 34%Participant 66%

Total expenses ÷ net assets14%Computed ratio

Benefits paid ÷ total income55%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Principal Life Insurance Company	CONTRACT ADMINISTRATOR	$68,329	$0	2023
Ubs Financial Svc Inc	INVESTMENT ADVISORY	$29,500	not reported in the loaded dataset	2023