2023 Form 5500 filing — South Georgia Pecan Company, Inc. 401(K) Profit Sharing 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 20241015122856NAL0016385763001) for South Georgia Pecan Company, Inc. 401(K) Profit Sharing Plan, reported by South Georgia Pecan Company, Inc. under EIN 58-1533837 and plan number 002. It reports 475 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122856NAL0016385763001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Georgia Pecan Company, Inc.
- EIN
- 58-1533837
- Plan number
- 002
- Location
- Valdosta, GA
- Participants
- 475
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,312,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,312,325
- Employer contributions
- $227,437
- Participant contributions
- $452,730
- Total income / additions
- $2,531,869
- Benefits paid
- $627,099
- Administrative expenses
- $10,167
- Total expenses
- $637,266
- Net increase / (decrease)
- $1,894,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mai Capital Management,LLC | SERVICE PROVIDER | $0 | $32,829 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $6,398 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,143 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,455 | $0 |