2023 Form 5500 filing — Southern Carpenters Supplemental Pension 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 20250217203006NAL0002515105001) for Southern Carpenters Supplemental Pension Plan, reported by Southern Carpenters Supplemental Pension Plan under EIN 37-1820508 and plan number 001. It reports 4,288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250217203006NAL0002515105001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Southern Carpenters Supplemental Pension Plan
- EIN
- 37-1820508
- Plan number
- 001
- Location
- Goodlettsville, TN
- Participants
- 4,288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,999,806
- Total liabilities (EOY)
- $66,142
- Net assets (EOY)
- $19,933,664
- Employer contributions
- $5,942,798
- Total income / additions
- $7,098,412
- Benefits paid
- $228,448
- Administrative expenses
- $60,370
- Total expenses
- $288,818
- Net increase / (decrease)
- $6,809,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $21,250 | not reported in the loaded dataset |
| Daniels, Irwin & Aylor | NONE | $14,950 | not reported in the loaded dataset |
| The Youngdahl Law Firm | NONE | $6,250 | not reported in the loaded dataset |
| Arnall Golden Gregory | NONE | $6,001 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |