2023 Form 5500 filing — Southern Air Incorporated Employee Stock Ownership Plan And 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 20241121114408NAL0000971664001) for Southern Air Incorporated Employee Stock Ownership Plan And Trust, reported by Southern Air Incorporated under EIN 54-0604377 and plan number 001. It reports 677 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241121114408NAL0000971664001
Filing year
2023
Form type
2
Plan sponsor
Southern Air Incorporated
EIN
54-0604377
Plan number
001
Location
Lynchburg, VA
Participants
677
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,937,291
Total liabilities (EOY)
$780
Net assets (EOY)
$31,936,511
Employer contributions
$3,996,611
Total income / additions
$6,864,161
Benefits paid
$2,943,821
Administrative expenses
$780
Total expenses
$2,944,601
Net increase / (decrease)
$3,919,560
Schedule source
Schedule H

Related Form 5500 pages