Southwest Solutions Group, Inc.ESOP
SOUTHWEST SOLUTIONS GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · LEWISVILLE, TX · plan year 2023
Southwest Solutions Group, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $44,252,796 across 153 participant accounts, with employer contributions averaging $842 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 1,157th-largest of 5,688 plans among Texas employers on file, and the 487th of 3,341 in other services. active participation has grown from 104 to 116 since 2022.
Southwest Solutions Group, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 752703228 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.