2023 Form 5500 filing — Southern Champion Tray, Lp 401(K) Savings And 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 20241014081845NAL0051535474001) for Southern Champion Tray, Lp 401(K) Savings And Retirement Plan, reported by Southern Champion Tray, L P under EIN 62-0452437 and plan number 001. It reports 1,411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014081845NAL0051535474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Champion Tray, L P
- EIN
- 62-0452437
- Plan number
- 001
- Location
- Chattanooga, TN
- Participants
- 1,411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,060,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,060,221
- Employer contributions
- $1,517,488
- Participant contributions
- $3,406,280
- Total income / additions
- $12,127,358
- Benefits paid
- $5,049,961
- Administrative expenses
- $80,827
- Total expenses
- $5,133,562
- Net increase / (decrease)
- $6,993,796
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadaret Grant & Co Inc | INVESTMENT ADVISOR | $47,087 | not reported in the loaded dataset |
| Rpa Financial LLC | INVESTMENT ADVISOR | $17,122 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,710 | $0 |
| Lbmc Pc | AUDITOR | $6,175 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $733 | not reported in the loaded dataset |