The Southern Agency Retirement Plan — Form 5500 plan (The Southern Agency, 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, The Southern Agency Retirement Plan is a benefit plan reported by The Southern Agency, Inc. under EIN 37-1792069 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $5,529,461 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Southern Agency, Inc.
- EIN
- 37-1792069
- Plan number
- 001
- Plan type
- 2
- Location
- Ooltewah, TN
- Latest filing year
- 2023
- Participants
- 8
- End-of-year plan assets
- $5,529,461
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20240927082526NAL0003694066001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,529,461
- Net assets (EOY)
- $5,529,461
- Net assets (BOY)
- $2,910,852
Income & contributions
- Employer contributions
- $19,213
- Participant contributions
- $22,817
- Total income / additions
- $2,618,609
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $2,618,609
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.