2023 Form 5500 filing — Page Southerland Page 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 20241015111330NAL0047521024003) for Page Southerland Page 401(K) Plan, reported by Page Southerland Page, Inc under EIN 46-4258046 and plan number 002. It reports 2,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015111330NAL0047521024003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Page Southerland Page, Inc
- EIN
- 46-4258046
- Plan number
- 002
- Location
- Dallas, TX
- Participants
- 2,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $199,552,401
- Net assets (EOY)
- $199,552,401
- Employer contributions
- $3,624,100
- Participant contributions
- $14,465,912
- Total income / additions
- $52,828,723
- Benefits paid
- $9,067,515
- Administrative expenses
- $210,891
- Total expenses
- $9,279,698
- Net increase / (decrease)
- $43,549,025
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $83,226 | not reported in the loaded dataset |
| Fiducient Advisors LLC | NONE | $79,088 | not reported in the loaded dataset |
| Huselton Morgan And Maultsby | NONE | $33,210 | not reported in the loaded dataset |
| Bonadio & Co Llp | NONE | $13,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $432 | $0 |