How big is Southwest Leadership Academy's plan?

Southwest Leadership Academy's plan reported $1.4M in assets and 74 participants for 2024.

Original filing (PDF)20250930093926NAL0014661024001

Southwest Leadership Academy

Name: Southwest Leadership Academy — Southwest Leadership, Form 5500 (2024)
Creator: Southwest Leadership Academy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Leadership Academy 403(b) Plan

403(b) retirement plan · Southwest Leadership Academy's Southwest Leadership Academy 403(b) Plan held $1.4M in plan assets for 74 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Leigh Purnell signed Southwest Leadership Academy's 2024 Form 5500 as plan administrator.

Leigh Purnell — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Southwest Leadership Academy's EIN is 20-1804098.

EIN 20-1804098

Plan number 002

Plan year 2024

ACK ID 20250930093926NAL0014661024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southwest Leadership Academy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Leadership Academy's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHWEST LEADERSHIP ACADEMY.

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off