Southern States, LLC Salaried Employees' Retirement Plan — Form 5500 plan (Southern States, LLC)

Plain-English plan 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, Southern States, LLC Salaried Employees' Retirement Plan is a benefit plan reported by Southern States, LLC under EIN 03-0493527 and plan number 003. The latest loaded filing year is 2023. The filing reports 105 participants and $14,068,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern States, LLC
EIN
03-0493527
Plan number
003
Plan type
2
Location
Hampton, GA
Latest filing year
2023
Participants
105
End-of-year plan assets
$14,068,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023105H, C20250915132727NAL0001835232001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,068,382
Total liabilities (EOY)
$3,126
Net assets (EOY)
$14,065,256
Net assets (BOY)
$12,073,972

Income & contributions

Employer contributions
$743,713
Total contributions
$743,713
Total income / additions
$2,713,154

Expenses & distributions

Benefits paid
$700,017
Administrative expenses
$21,853
Total expenses
$721,870
Net increase / (decrease)
$1,991,284

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group IncTRUSTEE$16,259not reported in the loaded dataset2023

Related Form 5500 pages