How big is Southwest Assets Management Corporation's plan?

Southwest Assets Management Corporation's plan reported $98K in assets and 14 participants for 2024.

Original filing (PDF)20251015145208NAL0002485827001

Southwest Assets Management Corporation

Name: Southwest Assets Management Corporation — Form 5500 Plan 002 (2024)
Creator: Southwest Assets Management Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest Assets Management Corporation Profit Sharing Plan

Defined-contribution retirement plan · Southwest Assets Management Corporation's Southwest Assets Management Corporation Profit Sharing Plan held $98K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan identifiers

Southwest Assets Management Corporation's EIN is 33-0930103.

EIN 33-0930103

Plan number 002

Plan year 2024

ACK ID 20251015145208NAL0002485827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Assets Management Corporation's plan includes profit-sharing.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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

Helping the score