Southern Diversified Distributors, 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, Southern Diversified Distributors, Inc. (EIN 56-2394188) is a plan sponsor located in Charleston, SC with 5 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
56-2394188
Location
Charleston, SC
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Diversified Distributors, Inc.

  • 5 loaded plans hold $18M in reported assets.
  • The largest, Southern Diversified Distributors, Inc. 401k, holds 100% of this company's reported plan assets.
  • Plans cover 1,128 reported participants.
  • 1 of 5 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$18MSummed across loaded plans$17,989,270
Total reported assets$18M$17,989,270
Total reported participants1.1K1,128
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$18M total assets
Net assets$18MLiabilities$0
Contributions & income
Employer contributions$435.7K
Participant contributions$1.3M
Total income / additions$4.4M
Expenses & distributions
Benefits paid / distributions$998.2K
Total expenses$1.1M
Net increase / (decrease)$3.3M

Data coverage

Plans with financial statements1 / 5 (20%)
Plans with provider compensation1 / 5 (20%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern Diversified Distributors, Inc. 401k
Participants per plan226Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 363 participants · 2023
  2. 2
    Plan #504 · 268 participants · 2023
  3. 3
    Southern Diversified Distributors, Inc. Health Plannot reported in the loaded dataset
    Plan #501 · 185 participants · 2023
  4. 4
    Plan #502 · 175 participants · 2023
  5. 5
    Plan #503 · 137 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Diversified Distributors, Inc.. Open one for its full reported snapshot.

  1. 2023
    Southern Diversified Distributors, Inc. Health Plan185 participants · 2No schedules
    View filing →
  2. 2023
    Southern Diversified Distributors, Inc. Dental Benefits Plan175 participants · 2No schedules
    View filing →
  3. 2023
    Southern Diversified Distributors, Inc. Vision Benefits Plan137 participants · 2No schedules
    View filing →
  4. 2023
    Southern Diversified Distributors, Inc. Life, Ad&D, And Disability Benefits Plan268 participants · 2No schedules
    View filing →
  5. 2023
    Southern Diversified Distributors, Inc. 401k363 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Diversified Distributors, Inc. report on Form 5500?
Southern Diversified Distributors, Inc. (EIN 56-2394188) reports 5 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Diversified Distributors, Inc.?
The Employer Identification Number (EIN) reported for Southern Diversified Distributors, Inc. is 56-2394188.
What is the latest Form 5500 filing year for Southern Diversified Distributors, Inc.?
The latest loaded Form 5500 filing year for Southern Diversified Distributors, Inc. is 2023.

Related Form 5500 pages