2023 Form 5500 filing — Southern States, LLC Salaried Employees Savings 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 20241015141930NAL0014819587001) for Southern States, LLC Salaried Employees Savings Plan, reported by Southern States, LLC under EIN 03-0493527 and plan number 005. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015141930NAL0014819587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern States, LLC
- EIN
- 03-0493527
- Plan number
- 005
- Location
- Hampton, GA
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,011,993
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,011,993
- Employer contributions
- $347,688
- Participant contributions
- $1,045,515
- Total income / additions
- $4,009,989
- Benefits paid
- $3,285,889
- Administrative expenses
- $72,198
- Total expenses
- $3,358,087
- Net increase / (decrease)
- $651,902
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual | INVESTMENT ADVISOR | $46,621 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $17,355 | not reported in the loaded dataset |
| Swerdlin And Company | TPA | $15,765 | not reported in the loaded dataset |