2023 Form 5500 filing — Southern Bank 401(K) Retirement 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 20241210154028NAL0012018289001) for Southern Bank 401(K) Retirement Plan, reported by Southern Bank under EIN 43-0462350 and plan number 001. It reports 647 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241210154028NAL0012018289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Bank
- EIN
- 43-0462350
- Plan number
- 001
- Location
- Poplar Bluff, MO
- Participants
- 647
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,578,586
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,578,586
- Employer contributions
- $2,493,423
- Participant contributions
- $1,950,875
- Total income / additions
- $13,635,135
- Benefits paid
- $3,607,377
- Administrative expenses
- $8,388
- Total expenses
- $3,615,765
- Net increase / (decrease)
- $10,019,370
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $8,388 | $0 |