Original filing (PDF)20250718122141NAL0000809395002

SOUTHWEST ACCOUNTING PROS

Name: SOUTHWEST ACCOUNTING PROS — SOUTHWEST ACCOUNTING PROS RETIREMENT TRUST, Form 5500 (2024)
Creator: SOUTHWEST ACCOUNTING PROS

Form 5500-SF

FILING_RECEIVED

SOUTHWEST ACCOUNTING PROS RETIREMENT TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SOUTHWEST ACCOUNTING PROS

EIN

47-5602826

Address

1128 PENNSYLVANIA NE · 200 · ALBUQUERQUE, NM · 87110

Phone

(505) 232-3275

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

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MPH ASSOCIATES LLC

MPH ASSOCIATES LLC 401(K) PROFIT SHARING PLAN & TRUST

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LONE OPTICS LLC

LONE OPTICS LLC 401(K)

$53K · 5 participants

COMPREHENSIVE HEALTH CARE SERVICES LLC

COMPREHENSIVE HEALTH CARE SERVICES LLC 401(K) PLAN

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.