401k Plan data: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM plan

SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 401k Plan overview

Plan Name	SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM
Plan identification number	506

SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Other welfare benefit cover

401k Sponsoring company profile

SOUTHWEST RESEARCH INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWEST RESEARCH INSTITUTE

Employer identification number (EIN): 741070544

NAIC Classification: 541700

Additional information about SOUTHWEST RESEARCH INSTITUTE

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1966-10-13

Company Identification Number: 0022861301

Legal Registered Office Address: 6220 CULEBRA RD

SAN ANTONIO
United States of America (USA)
78238

More information about SOUTHWEST RESEARCH INSTITUTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2023-01-01
506 2022-01-01
506 2021-01-01
506 2020-01-01
506 2019-01-01
506 2018-01-01
506 2017-01-01 BETH ANN RAFFERTY
506 2016-01-01 BETH ANN RAFFERTY
506 2015-01-01 BETH ANN RAFFERTY
506 2014-01-01 BETH ANN RAFFERTY
506 2013-01-01 BETH ANN RAFFERTY
506 2012-01-01 BETH ANN RAFFERTY BETH ANN RAFFERTY 2013-10-08
506 2011-01-01 BETH ANN RAFFERTY BETH ANN RAFFERTY 2012-10-12
506 2009-01-01 JOHN F. SPRENCEL

Plan Statistics for SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM

401k plan membership statisitcs for SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM

Measure Date Value
2023: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,992
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 3,177
Number of retired or separated participants receiving benefits 2023-01-01 6
Total of all active and inactive participants 2023-01-01 3,183
2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2022 401k membership
Total participants, beginning-of-year 2022-01-01 2,854
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,985
Number of retired or separated participants receiving benefits 2022-01-01 7
Total of all active and inactive participants 2022-01-01 2,992
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2,856
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,849
Number of retired or separated participants receiving benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 2,854
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2,819
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,853
Number of retired or separated participants receiving benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 2,856
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2,636
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2,813
Number of retired or separated participants receiving benefits 2019-01-01 6
Total of all active and inactive participants 2019-01-01 2,819
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,578
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,635
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 2,636
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,675
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,576
Number of retired or separated participants receiving benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 2,578
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2,744
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,673
Number of retired or separated participants receiving benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 2,675
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,793
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,744
Total of all active and inactive participants 2015-01-01 2,744
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,855
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,791
Number of retired or separated participants receiving benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 2,793
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,921
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,855
Total of all active and inactive participants 2013-01-01 2,855
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year 2012-01-01 3,002
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,921
Total of all active and inactive participants 2012-01-01 2,921
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year 2011-01-01 3,109
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3,002
Total of all active and inactive participants 2011-01-01 3,002
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year 2009-01-01 3,409
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3,219
Total of all active and inactive participants 2009-01-01 3,219

Measure	Date	Value
2023: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,992
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	3,177
Number of retired or separated participants receiving benefits	2023-01-01	6
Total of all active and inactive participants	2023-01-01	3,183
2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2022 401k membership
Total participants, beginning-of-year	2022-01-01	2,854
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,985
Number of retired or separated participants receiving benefits	2022-01-01	7
Total of all active and inactive participants	2022-01-01	2,992
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2,856
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,849
Number of retired or separated participants receiving benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	2,854
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2,819
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,853
Number of retired or separated participants receiving benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	2,856
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2,636
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2,813
Number of retired or separated participants receiving benefits	2019-01-01	6
Total of all active and inactive participants	2019-01-01	2,819
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,578
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,635
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	2,636
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,675
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,576
Number of retired or separated participants receiving benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	2,578
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2,744
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,673
Number of retired or separated participants receiving benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	2,675
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,793
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,744
Total of all active and inactive participants	2015-01-01	2,744
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,855
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,791
Number of retired or separated participants receiving benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	2,793
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,921
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,855
Total of all active and inactive participants	2013-01-01	2,855
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year	2012-01-01	3,002
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,921
Total of all active and inactive participants	2012-01-01	2,921
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year	2011-01-01	3,109
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3,002
Total of all active and inactive participants	2011-01-01	3,002
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year	2009-01-01	3,409
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3,219
Total of all active and inactive participants	2009-01-01	3,219

Form 5500 Responses for SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM

2023: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SOUTHWEST RESEARCH INSTITUTE EMPLOYEE ASSISTANCE PROGRAM 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	SOUTHWEST RESEARCH INSTITUTE
Employer identification number (EIN):	741070544
NAIC Classification:	541700

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1966-10-13
Company Identification Number:	0022861301
Legal Registered Office Address:	6220 CULEBRA RD SAN ANTONIO United States of America (USA) 78238