Plan5500

Southern States, LLC Salaried Employees Savings 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 Savings Plan is a benefit plan reported by Southern States, LLC under EIN 03-0493527 and plan number 005. The latest loaded filing year is 2023. The filing reports 235 participants and $17,011,993 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
005
Plan type
2
Location
Hampton, GA
Latest filing year
2023
Participants
235
End-of-year plan assets
$17,011,993

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20241015141930NAL0014819587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,011,993
Total liabilities (EOY)
$0
Net assets (EOY)
$17,011,993
Net assets (BOY)
$16,360,091

Income & contributions

Employer contributions
$347,688
Participant contributions
$1,045,515
Total contributions
$1,491,106
Total income / additions
$4,009,989

Expenses & distributions

Benefits paid
$3,285,889
Administrative expenses
$72,198
Total expenses
$3,358,087
Net increase / (decrease)
$651,902

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern MutualINVESTMENT ADVISOR$46,621not reported in the loaded dataset2023
The Vanguard GroupRECORDKEEPER$17,355not reported in the loaded dataset2023
Swerdlin And CompanyTPA$15,765not reported in the loaded dataset2023

Related Form 5500 pages