How big is Southwest Coaches, Inc.'s plan?

Southwest Coaches, Inc.'s plan reported $8.2M in assets and 50 participants for 2024.

Original filing (PDF)20251024111612NAL0002221361001

Southwest Coaches, Inc.

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

Form 5500-SF

FILING_RECEIVED

Southwest Coaches, Inc. 401(k) Retirement Plan

401(k) retirement plan · Southwest Coaches, Inc.'s Southwest Coaches, Inc. 401(k) Retirement Plan held $8.2M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.2M

Net assets (EOY)

$8.2M

People on this filing

Thomas HEY signed Southwest Coaches, Inc.'s 2024 Form 5500 as plan administrator.

Thomas HEY — 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 Coaches, Inc.'s EIN is 41-0900305.

EIN 41-0900305

Plan number 002

Plan year 2024

ACK ID 20251024111612NAL0002221361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Coaches, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 COACHES, INC..

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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