Southwest Healthcare Associates, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southwest Healthcare Associates, LLC
  • Sponsor EIN: 850481272
  • Sponsor Address: 3865 E LOHMAN AVE STE 3, LAS CRUCES, NM, 880118292
  • Plan Type: DC
  • Total Participants: 13
  • Total Assets: $4.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202413$4.0M$57,477$58,300
20239$3.1M$55,884$114,000
202212$2.4M$53,834$0

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