Southland Transportation Company 401(K) Plan — Form 5500 plan (Southland Transportation Company)
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 Transportation Company 401(K) Plan is a benefit plan reported by Southland Transportation Company under EIN 56-1607563 and plan number 001. The latest loaded filing year is 2023. The filing reports 293 participants and $3,483,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southland Transportation Company
- EIN
- 56-1607563
- Plan number
- 001
- Plan type
- 2
- Location
- Boonville, NC
- Latest filing year
- 2023
- Participants
- 293
- End-of-year plan assets
- $3,483,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 293 | H, C | 20241015112622NAL0014484451001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,483,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,483,925
- Net assets (BOY)
- $2,597,980
Income & contributions
- Employer contributions
- $91,295
- Participant contributions
- $626,614
- Total contributions
- $897,256
- Total income / additions
- $1,389,809
Expenses & distributions
- Benefits paid
- $458,246
- Administrative expenses
- $45,618
- Total expenses
- $503,864
- Net increase / (decrease)
- $885,945
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISORY | $28,228 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,390 | $0 | 2023 |