Southern Ionics Incorporated — 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 Ionics Incorporated (EIN 63-0800759) is a plan sponsor located in West Point, MS with 1 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
63-0800759
Location
West Point, MS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$65,387,298
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$65,387,298

Contributions & income

Employer contributions
$1,825,473
Participant contributions
$2,834,164
Total income / additions
$16,602,171

Expenses & distributions

Benefits paid / distributions
$5,937,336
Total expenses
$5,959,049
Net increase / (decrease)
$10,643,122

Coverage

Total reported participants
682
Plans with financial statements
1
Plans with provider compensation
2

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

Southern Ionics Incorporated plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Southern Ionics Incorporated 401(K) Profit Sharing Plan001365$65,387,2982023
Southern Ionics, Inc Employee Benefit Plan501317not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Ionics Incorporated
YearPlanParticipantsSchedulesFiling
2023Southern Ionics, Inc Employee Benefit Plan317C20240729081507NAL0019117089001
2023Southern Ionics Incorporated 401(K) Profit Sharing Plan365H, C20241010164308NAL0010276083001

Related Form 5500 pages