Original filing (PDF)20240320124908NAL0002439761001

INTERPRISE SOUTHWEST & DESIGN, INC.

Name: INTERPRISE SOUTHWEST & DESIGN, INC. — INTERPRISE SOUTHWEST 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: INTERPRISE SOUTHWEST & DESIGN, INC.

Form 5500-SF

FILING_RECEIVED

INTERPRISE SOUTHWEST 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

Late filing · 28.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERPRISE SOUTHWEST & DESIGN, INC..

Plan sponsor

Name

INTERPRISE SOUTHWEST & DESIGN, INC.

EIN

75-1778102

Address

5080 SPECTRUM DR STE 115E · ADDISON, TX · 750016745

Phone

(972) 385-3991

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2020-01-01

Tax period

2020-12-31

Filed

2024-03-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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