Plan5500

Southern States, LLC Hourly 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 Hourly Employees Savings Plan is a benefit plan reported by Southern States, LLC under EIN 03-0493527 and plan number 006. The latest loaded filing year is 2023. The filing reports 134 participants and $4,378,738 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
006
Plan type
2
Location
Hampton, GA
Latest filing year
2023
Participants
134
End-of-year plan assets
$4,378,738

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241015141753NAL0048349472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,378,738
Total liabilities (EOY)
$0
Net assets (EOY)
$4,378,738
Net assets (BOY)
$3,692,868

Income & contributions

Employer contributions
$152,724
Participant contributions
$358,033
Total contributions
$510,757
Total income / additions
$908,091

Expenses & distributions

Benefits paid
$193,812
Administrative expenses
$28,409
Total expenses
$222,221
Net increase / (decrease)
$685,870

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard GroupRECORDKEEPER$19,052not reported in the loaded dataset2023
Swerdlin And CompanyTPA$7,980not reported in the loaded dataset2023
Northwestern MutualINVESTMENT ADVISOR$1,799not reported in the loaded dataset2023

Related Form 5500 pages