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

Southwest AG, Inc.'s plan reported $2.6M in assets and 37 participants for 2024.

Original filing (PDF)20250916113529NAL0001157891001

Southwest AG, Inc.

Name: Southwest AG, Inc. — Southwest AG, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Southwest AG, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southwest AG, Inc. 401(k) Plan

401(k) retirement plan · Southwest AG, Inc.'s Southwest AG, Inc. 401(k) Plan held $2.6M in plan assets for 37 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Southwest AG, Inc.'s EIN is 84-0976436.

EIN 84-0976436

Plan number 001

Plan year 2024

ACK ID 20250916113529NAL0001157891001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest AG, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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