Original filing (PDF)20230712145525NAL0012674003001

SWE MANAGEMENT, LLC

Name: SWE MANAGEMENT, LLC — SOUTHWEST ENERGY 401(K) PLAN, Form 5500 (2022)
Creator: SWE MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHWEST ENERGY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SWE MANAGEMENT, LLC.

Plan sponsor

Name

SWE MANAGEMENT, LLC

EIN

16-1637715

Address

3900 ESSEX LANE, SUITE 610 · HOUSTON, TX · 77027

Phone

(713) 235-7512

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

CRITICAL CONTROL ENERGY SERVICES, INC.

CRITICAL CONTROL ENERGY SERVICES, INC. 401(K) PLAN

$2.3M · 42 participants

SOUTH DAKOTA INTRASTATE PIPELINE COMPANY

SOUTH DAKOTA INTRASTATE PIPELINE COMPANY 401(K) PROFIT SHARING PLAN

$2.4M · 6 participants

MACKELLAR, INC.

MACKELLAR, INC. 401(K) PROFIT SHARING PLAN

$2.2M · 3 participants

7 OIL COMPANY

7 OIL COMPANY 401(K) PLAN

$2.4M · 54 participants

ENTEX ENTERPRISES, LLC

ENTEX ENTERPRISES, LLC 401(K) PLAN