How big is Southwest Marketers Inc.'s plan?

Southwest Marketers Inc.'s plan reported $3.0M in assets and 12 participants for 2024.

Original filing (PDF)20250318082721NAL0006096754001

Southwest Marketers Inc.

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

Form 5500-SF

FILING_RECEIVED

Southwest Marketers Inc. Safe Harbor 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Southwest Marketers Inc.'s Southwest Marketers Inc. Safe Harbor 401(k) Profit Sharing Plan and Trust held $3.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Southwest Marketers Inc.'s EIN is 74-1624962.

EIN 74-1624962

Plan number 001

Plan year 2024

ACK ID 20250318082721NAL0006096754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Marketers Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 MARKETERS 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