Southern Eagle Distributing, Inc 401(K) Retirement Plan — Form 5500 plan (Southern Eagle Distributing, Inc)
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 Eagle Distributing, Inc 401(K) Retirement Plan is a benefit plan reported by Southern Eagle Distributing, Inc under EIN 36-3286134 and plan number 002. The latest loaded filing year is 2023. The filing reports 311 participants and $13,004,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Eagle Distributing, Inc
- EIN
- 36-3286134
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Pierce, FL
- Latest filing year
- 2023
- Participants
- 311
- End-of-year plan assets
- $13,004,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 311 | H, C | 20250325153203NAL0029267394001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,004,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,004,926
- Net assets (BOY)
- $10,949,832
Income & contributions
- Employer contributions
- $410,333
- Participant contributions
- $953,713
- Total contributions
- $1,441,999
- Total income / additions
- $3,378,977
Expenses & distributions
- Benefits paid
- $1,255,777
- Administrative expenses
- $68,106
- Total expenses
- $1,323,883
- Net increase / (decrease)
- $2,055,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,037 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $22,069 | 2023 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY | $0 | $5,288 | 2023 |
| Ejreynolds Inc. | OTHER SERVICES | $0 | $4,754 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Eagle Distributing, Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Pierce, FL
- Principal Life Insurance Company — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Wells Fargo Clearing Services, LLC — Schedule C compensation
- Ejreynolds Inc. — Schedule C compensation