2023 Form 5500 filing — Southern States Retirement Savings 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 20240808143840NAL0002870707001) for Southern States Retirement Savings Plan, reported by Southern States Cooperative, Inc. under EIN 54-0387200 and plan number 334. It reports 2,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$222.1MReported net assets$222,082,551
Participants2.8K2,832
Provider compensation$250.3K2 Schedule C row(s)$250,272
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240808143840NAL0002870707001
- Plan sponsor
- Southern States Cooperative, Inc.
- EIN
- 54-0387200
- Plan number
- 334
- Location
- Richmond, VA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$222.1M total assets
Net assets$222.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $222,082,551
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $222,082,551
- Employer contributions
- $3,393,306
- Participant contributions
- $5,846,393
- Total income / additions
- $43,124,640
- Benefits paid
- $24,182,045
- Administrative expenses
- $250,272
- Total expenses
- $24,460,357
- Net increase / (decrease)
- $18,664,283
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $166,918 | $0 |
| Mercer Investments LLC | INVESTMENT ADVISOR | $83,354 | not reported in the loaded dataset |