2023 Form 5500 filing — Southern Motion, Inc. 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 20241007203832NAL0031914738001) for Southern Motion, Inc. 401(K) Plan, reported by Southern Motion, Inc. under EIN 64-0878218 and plan number 001. It reports 1,439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.3MReported net assets$7,283,740
Participants1.4K1,439
Provider compensation$76K3 Schedule C row(s)$76,028
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241007203832NAL0031914738001
Plan sponsor
Southern Motion, Inc.
EIN
64-0878218
Plan number
001
Location
Ponotoc, MS
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)$7.3M total assets
Net assets$7.3MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.4M
Benefits paid / distributions$1.2M
Contributions
Employer$0
Participant$787K
Full reported line items
Total assets (EOY)
$7,283,740
Total liabilities (EOY)
$0
Net assets (EOY)
$7,283,740
Employer contributions
$0
Participant contributions
$786,999
Total income / additions
$1,869,181
Benefits paid
$1,225,515
Administrative expenses
$80,515
Total expenses
$1,367,900
Net increase / (decrease)
$501,281
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $49.1K · Indirect $0
  2. 2
    ADVISOR · Direct $14.4K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $12.5K

Related Form 5500 pages