2023 Form 5500 filing — Southeastern Property Management LLC 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 20241011163701NAL0022347777001) for Southeastern Property Management LLC 401(K) Plan, reported by Southeastern Property Management LLC under EIN 63-0755228 and plan number 006. It reports 760 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011163701NAL0022347777001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeastern Property Management LLC
- EIN
- 63-0755228
- Plan number
- 006
- Location
- Birmingham, AL
- Participants
- 760
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,282,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,282,373
- Employer contributions
- $718,505
- Participant contributions
- $1,578,006
- Total income / additions
- $4,374,663
- Benefits paid
- $1,073,716
- Administrative expenses
- $89,512
- Total expenses
- $1,163,228
- Net increase / (decrease)
- $3,211,435
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $37,281 | $0 |
| Black & Pinckard | AUDIT | $11,000 | not reported in the loaded dataset |
| Stones River Consulting | RECORDKEEPER | $7,050 | $0 |