2023 Form 5500 filing — Retirement Plan For Employees Of Southern States
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 20250307130952NAL0011670689001) for Retirement Plan For Employees Of Southern States, reported by Southern States Cooperative, Inc. under EIN 54-0387200 and plan number 333. It reports 3,247 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250307130952NAL0011670689001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Southern States Cooperative, Inc.
- EIN
- 54-0387200
- Plan number
- 333
- Location
- Richmond, VA
- Participants
- 3,247
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $191,995,583
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $191,995,583
- Total income / additions
- $21,761,312
- Benefits paid
- $20,497,414
- Administrative expenses
- $783,339
- Total expenses
- $21,280,753
- Net increase / (decrease)
- $480,559
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting Inc | PENSION ADMINISTRATOR | $553,767 | not reported in the loaded dataset |
| Wilmington Trust | TRUSTEE | $71,675 | not reported in the loaded dataset |
| Fid Inst Asset Mgmt Co. | INV. ADVISORY | $39,958 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT MANAGEMENT | $39,669 | not reported in the loaded dataset |
| Forvis, Llp | AUDIT | $17,260 | not reported in the loaded dataset |