2023 Form 5500 filing — Southeast Unloading, LLC 401(K) 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 20250403143917NAL0020748434001) for Southeast Unloading, LLC 401(K) Plan, reported by Southeast Unloading, LLC under EIN 59-3746670 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403143917NAL0020748434001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Unloading, LLC
- EIN
- 59-3746670
- Plan number
- 001
- Location
- Fernandina Beach, FL
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,185,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,185,687
- Employer contributions
- $473,600
- Participant contributions
- $734,488
- Total income / additions
- $1,590,625
- Benefits paid
- $385,447
- Administrative expenses
- $49,815
- Total expenses
- $469,471
- Net increase / (decrease)
- $1,121,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,815 | $0 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $8,327 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |