Southwest Financial Services, Ltd. 401(k) Plan: Login, Facts & Contact Information
No Form 5500 has been filed for this plan since plan year 2016. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.
Southwest Financial Services, Ltd. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2016 filing.
Southwest Financial Services, Ltd. 401(k) Plan Facts (plan year 2016)
Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Oct 16, 2017. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2016
- $716,715 went into the plan in contributions, $332,124 of it from the employer (46%).
- $385,029 was paid out to participants.
- Investment and other income added $544,462.
- Administrative expenses were $27,839, about $199 per account.
How the Southwest Financial Services, Ltd. 401(k) changed, 2011–2016
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2011 | 100 | $6.55 million | — | $364,020 |
| 2012 | 102 | $7.37 million | $187,598 | $485,137 |
| 2013 | 115 | $9.02 million | $219,303 | $171,298 |
| 2014 | 122 | $9.74 million | $163,277 | $296,394 |
| 2015 | 125 | $8.54 million | $167,195 | $1.63 million |
| 2016 | 134 | $9.39 million | $332,124 | $385,029 |
Southwest Financial Services, Ltd. 401(k) Contact Information
Questions about the Southwest Financial Services, Ltd. 401(k)
Is the Southwest Financial Services, Ltd 401(k) plan still active?
We can't confirm that. The last Form 5500 on record for this plan covers plan year 2016, and no later filing was found under this employer's EIN.
Does Southwest Financial Services, Ltd contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $332,124, 46% of all contributions.
Does the Southwest Financial Services, Ltd 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Southwest Financial Services, Ltd 401(k) plan?
134 participants at the start of plan year 2016, 116 of them active employees, and 24 former employees who still had money in the plan.
What is the average 401(k) balance at Southwest Financial Services, Ltd?
About $67,052 per account: $9.39 million in plan assets across 140 accounts with a balance at the end of plan year 2016.
Who manages the Southwest Financial Services, Ltd 401(k) accounts?
Transamerica is the plan's recordkeeper, which is where participants log in to see their balance.