Southminster, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Southminster, Inc. (EIN 56-1443222) is a plan sponsor located in Charlotte, NC with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
56-1443222
Location
Charlotte, NC
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,775,490
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,775,490

Contributions & income

Employer contributions
$466,937
Participant contributions
$706,673
Total income / additions
$2,764,661

Expenses & distributions

Benefits paid / distributions
$1,215,113
Total expenses
$1,284,937
Net increase / (decrease)
$1,479,724

Coverage

Total reported participants
853
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Southminster, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southminster Retirement Plan002624$11,775,4902023
Southminster, Inc. Welfare Plan501229not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southminster, Inc.
YearPlanParticipantsSchedulesFiling
2023Southminster, Inc. Welfare Plan22920240716134119NAL0001614787001
2023Southminster Retirement Plan624H, C20240725125157NAL0008227411001

Related Form 5500 pages