401(k)
2022 plan-year 401(k) DOL Form 5500

Southwest Protective Services 401(k) Profit Sharing Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southwest Protective Services Β· California Β· Administrative & Support Services

What the 2023 filing shows

Southwest Protective Services 401(k) Profit Sharing Plan and Trust holds $64K for 183 participants - about $350 per participant, up 2.2% over the 2022 plan year.

$64K
total plan assets (2022 EOY)
183
covered participants
$350
avg assets per participant
+2.2%
assets growth YoY
Total Assets (2023)
$64K
Participants
183
State
Industry
Administrative & Support Services

What the Filing Says About Southwest Protective Services 401(k) Profit Sharing Plan and Trust

Southwest Protective Services 401(k) Profit Sharing Plan and Trust is a 401(k) retirement plan sponsored by Southwest Protective Services, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $64K in total end-of-year assets and covers 183 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 474649951, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $63K at the beginning of 2022 to $64K at year-end β€” a gain of 2.2%. Net assets (after liabilities) closed the year at $64K, with reported net income of $1K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$63K
Total Assets (End of Year)$64K
Net Assets (End of Year)$64K
Net Income$1K
Plan Type401(k)
Employer EIN474649951
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Southwest Protective Services 401(k) Profit Sharing Plan and Trust?
As of the 2022 Form 5500 filing, Southwest Protective Services 401(k) Profit Sharing Plan and Trust holds $64K in total assets with 183 participants. It is sponsored by Southwest Protective Services.
What type of plan is Southwest Protective Services 401(k) Profit Sharing Plan and Trust?
Southwest Protective Services 401(k) Profit Sharing Plan and Trust is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 474649951.
Who sponsors the Southwest Protective Services 401(k) Profit Sharing Plan and Trust?
Southwest Protective Services 401(k) Profit Sharing Plan and Trust is sponsored by Southwest Protective Services, located in California. The sponsor's EIN is 474649951 and the plan operates in the Administrative & Support Services industry.
How did Southwest Protective Services 401(k) Profit Sharing Plan and Trust perform in 2022?
Southwest Protective Services 401(k) Profit Sharing Plan and Trust grew by 2.2% during 2022, moving from $63K to $64K in total assets. Net income was $1K.
Where can I find official filings for Southwest Protective Services 401(k) Profit Sharing Plan and Trust?
Official Form 5500 filings for Southwest Protective Services 401(k) Profit Sharing Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 474649951 or plan name at efast.dol.gov.
How does Southwest Protective Services 401(k) Profit Sharing Plan and Trust compare to other plans?
You can compare Southwest Protective Services 401(k) Profit Sharing Plan and Trust against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 474649951.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.