How big is Southwest Conference Planners, Inc.'s plan?

Southwest Conference Planners, Inc.'s plan reported $1.9M in assets and 43 participants for 2024.

Original filing (PDF)20250829142826NAL0006274595001

Southwest Conference Planners, Inc.

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

Form 5500-SF

FILING_RECEIVED

Southwest Conference Planners, Inc. 401(k) Plan

401(k) retirement plan · Southwest Conference Planners, Inc.'s Southwest Conference Planners, Inc. 401(k) Plan held $1.9M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Southwest Conference Planners, Inc.'s EIN is 86-0584636.

EIN 86-0584636

Plan number 001

Plan year 2024

ACK ID 20250829142826NAL0006274595001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Southwest Conference Planners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off