2023 Form 5500 filing — The Southern Agency Retirement 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 20240927082526NAL0003694066001) for The Southern Agency Retirement Plan, reported by The Southern Agency, Inc. under EIN 37-1792069 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240927082526NAL0003694066001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Southern Agency, Inc.
- EIN
- 37-1792069
- Plan number
- 001
- Location
- Ooltewah, TN
- Participants
- 8
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,529,461
- Net assets (EOY)
- $5,529,461
- Employer contributions
- $19,213
- Participant contributions
- $22,817
- Total income / additions
- $2,618,609
- Total expenses
- $0
- Net increase / (decrease)
- $2,618,609
- Schedule source
- Schedule I