Southwest Human Development, Inc. 401(k) Plan: Login, Facts & Contact Information

Southwest Human Development, Inc. 401(k) Plan Facts

Plan name
SOUTHWEST HUMAN DEVELOPMENT, INC. 401(K) AND PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHWEST HUMAN DEVELOPMENT, INC.
Participants
1,083 (730 active employees)
Former employees with a balance
267
Plan assets
$44,164,786 at Dec 31, 2024
Average account balance
$44,342 across 996 accounts
Employer contributions
$1,686,448 in plan year 2024 (41% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.13 million went into the plan in contributions, $1.69 million of it from the employer (41%).
  • $3.12 million was paid out to participants.
  • Investment and other income added $5.68 million.
  • Administrative expenses were $137,050, about $138 per account.

How the Southwest Human Development, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,100$27.9 million$1.36 million$2.69 million
20201,143$34.4 million$1.73 million$2.19 million
20211,078$40.5 million$1.88 million$2.52 million
20221,048$33.5 million$1.48 million$3.81 million
2023992$37.6 million$1.13 million$5.19 million
20241,083$44.2 million$1.69 million$3.12 million

Southwest Human Development, Inc. 401(k) Contact Information

Phone
602-266-5976
Mailing address
2850 NORTH 24TH STREET, PHOENIX AZ 850081004
Plan sponsor
SOUTHWEST HUMAN DEVELOPMENT, INC.
Employer identification number (EIN)
86-0407179
Plan number
001

Questions about the Southwest Human Development, Inc. 401(k)

Does Southwest Human Development, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.69 million, 41% of all contributions.

Does the Southwest Human Development, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southwest Human Development, Inc 401(k) plan?

1,083 participants at the start of plan year 2024, 730 of them active employees, and 267 former employees who still had money in the plan.

What is the average 401(k) balance at Southwest Human Development, Inc?

About $44,342 per account: $44.2 million in plan assets across 996 accounts with a balance at the end of plan year 2024.

Who manages the Southwest Human Development, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southwest Human Development, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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