Southland Holdings, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Southland Holdings, 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, Southland Holdings, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Southland Holdings, LLC under EIN 20-4336627 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,461 participants and $78,842,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southland Holdings, LLC
- EIN
- 20-4336627
- Plan number
- 001
- Plan type
- 2
- Location
- Grapevine, TX
- Latest filing year
- 2023
- Participants
- 2,461
- End-of-year plan assets
- $78,842,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,461 | H, C | 20240913143738NAL0010042545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $78,842,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,842,868
- Net assets (BOY)
- $70,273,256
Income & contributions
- Employer contributions
- $1,908,644
- Participant contributions
- $4,387,544
- Total contributions
- $6,604,928
- Total income / additions
- $18,113,349
Expenses & distributions
- Benefits paid
- $9,359,335
- Administrative expenses
- $142,698
- Total expenses
- $9,543,737
- Net increase / (decrease)
- $8,569,612
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDED | $122,524 | $0 | 2023 |
| Usi Advisors,Inc. | SERVICE PROVIDER | $0 | $53,000 | 2023 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $4,875 | $21,645 | 2023 |
| Morningstat | SERVICE PROVIDER | $15,299 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southland Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Grapevine, TX
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Usi Advisors,Inc. — Schedule C compensation
- Ascensus — Schedule C compensation
- Morningstat — Schedule C compensation