Original filing (PDF)20250729115807NAL0005777202001

SOUTHWEST ACCEPTANCE FINANCE

Name: SOUTHWEST ACCEPTANCE FINANCE — SOUTHWEST ACCEPTANCE FINANCE COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SOUTHWEST ACCEPTANCE FINANCE

Form 5500-SF

FILING_RECEIVED

SOUTHWEST ACCEPTANCE FINANCE COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

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 SOUTHWEST ACCEPTANCE FINANCE.

Plan sponsor

Name

SOUTHWEST ACCEPTANCE FINANCE

EIN

59-3090982

Address

5340 N 40TH STREET · TAMPA, FL · 33610

Phone

(813) 620-3100

Industry

Finance & Insurancesee 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

2025-07-29

Pension benefit codes

2E · Profit-sharing

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

3F · Sponsor used leased employees

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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