2023 Form 5500 filing — Southwood Realty 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701111825NAL0002745587001) for Southwood Realty 401(K) Plan, reported by Southwood Realty Company under EIN 56-1186105 and plan number 002. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701111825NAL0002745587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southwood Realty Company
- EIN
- 56-1186105
- Plan number
- 002
- Location
- Gastonia, NC
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,051,385
- Net assets (EOY)
- $5,051,385
- Employer contributions
- $381,901
- Participant contributions
- $1,064,619
- Total income / additions
- $2,203,575
- Benefits paid
- $562,068
- Administrative expenses
- $74,721
- Total expenses
- $636,789
- Net increase / (decrease)
- $1,566,786
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $41,138 | not reported in the loaded dataset |
| Edward D. Jones & Co., L.P. | RIA | $21,715 | not reported in the loaded dataset |