Southport Engineered Systems 401(K) Plan — Form 5500 plan (Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal)

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, Southport Engineered Systems 401(K) Plan is a benefit plan reported by Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal under EIN 20-0349155 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $4,708,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal
EIN
20-0349155
Plan number
001
Plan type
2
Location
Caledonia, WI
Latest filing year
2023
Participants
235
End-of-year plan assets
$4,708,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240827142158NAL0023345186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,708,028
Total liabilities (EOY)
$0
Net assets (EOY)
$4,708,028
Net assets (BOY)
$3,955,161

Income & contributions

Participant contributions
$625,214
Total contributions
$625,214
Total income / additions
$1,361,978

Expenses & distributions

Benefits paid
$578,780
Administrative expenses
$30,331
Total expenses
$609,111
Net increase / (decrease)
$752,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Johnson BankNONE$30,331$02023

Related Form 5500 pages