South 49 Holdings Ltd. 401(K) Plan — Form 5500 plan (South 49 Holdings, Ltd.)
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, South 49 Holdings Ltd. 401(K) Plan is a benefit plan reported by South 49 Holdings, Ltd. under EIN 35-2633428 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $11,460,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South 49 Holdings, Ltd.
- EIN
- 35-2633428
- Plan number
- 001
- Plan type
- 2
- Location
- Tupman, CA
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $11,460,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20240822185623NAL0005511265001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,460,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,460,119
- Net assets (BOY)
- $10,579,804
Income & contributions
- Employer contributions
- $563,338
- Participant contributions
- $834,478
- Total contributions
- $1,825,467
- Total income / additions
- $3,225,992
Expenses & distributions
- Benefits paid
- $2,171,234
- Administrative expenses
- $102,625
- Total expenses
- $2,345,677
- Net increase / (decrease)
- $880,315
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $104,509 | $0 | 2023 |
| Ameriprise Financial Services, Inc. | OTHER SERVICES | $0 | $31,281 | 2023 |
| Yulishana, Inc. | OTHER SERVICES | $0 | $24,500 | 2023 |
| Professional Benefit Services, Inc | CONTRACT ADMINISTRATOR | $8,125 | $3,908 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South 49 Holdings, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Tupman, CA
- Principal Life Insurance Company — Schedule C compensation
- Ameriprise Financial Services, Inc. — Schedule C compensation
- Yulishana, Inc. — Schedule C compensation
- Professional Benefit Services, Inc — Schedule C compensation