2023 Form 5500 filing — The Southern Group Inc Money Purchase Pension 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 20241014134314NAL0053783202001) for The Southern Group Inc Money Purchase Pension Plan, reported by The Southern Group Inc under EIN 31-1204334 and plan number 002. It reports 28 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014134314NAL0053783202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Southern Group Inc
- EIN
- 31-1204334
- Plan number
- 002
- Location
- Hamilton, OH
- Participants
- 28
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,140,821
- Net assets (EOY)
- $4,140,821
- Employer contributions
- $51,645
- Total income / additions
- $815,498
- Total expenses
- $0
- Net increase / (decrease)
- $815,498
- Schedule source
- Schedule I