2023 Form 5500 filing — Southern States Savings & Retirement Plan Trust
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 20241014161631NAL0027833809001) for Southern States Savings & Retirement Plan Trust, reported by Southern States Savings & Retirement Plan Trust under EIN 59-1785571 and plan number 001. It reports 13,329 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014161631NAL0027833809001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern States Savings & Retirement Plan Trust
- EIN
- 59-1785571
- Plan number
- 001
- Location
- Vero Beach, FL
- Participants
- 13,329
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $178,216,433
- Total liabilities (EOY)
- $309,987
- Net assets (EOY)
- $177,906,446
- Employer contributions
- $10,379,913
- Participant contributions
- $2,522,694
- Total income / additions
- $33,893,402
- Benefits paid
- $14,178,552
- Administrative expenses
- $1,876,530
- Total expenses
- $16,055,082
- Net increase / (decrease)
- $17,838,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Atlanta Capital Management Co., LLC | NONE | $521,224 | not reported in the loaded dataset |
| Sierra Investment Partners Inc. | NONE | $141,141 | not reported in the loaded dataset |
| Washington Capital | NONE | $106,734 | not reported in the loaded dataset |
| Lapadula Carlson & Co. | NONE | $84,893 | not reported in the loaded dataset |
| Baab & Dennison Llp | NONE | $59,000 | not reported in the loaded dataset |
| Segall Bryant & Hamill, LLC | NONE | $48,893 | not reported in the loaded dataset |
| Bmo Harris | NONE | $43,681 | not reported in the loaded dataset |
| Clearbridge Investments | NONE | $27,942 | not reported in the loaded dataset |
| Albert Levy P.C. | NONE | $11,585 | not reported in the loaded dataset |
| Benefits Law Group | NONE | $5,000 | not reported in the loaded dataset |