Smc3 401(K) Plan — Form 5500 plan (Southern Motor Carriers Association, 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, Smc3 401(K) Plan is a benefit plan reported by Southern Motor Carriers Association, Inc. under EIN 58-0439170 and plan number 002. The latest loaded filing year is 2023. The filing reports 194 participants and $25,343,199 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Motor Carriers Association, Inc.
EIN
58-0439170
Plan number
002
Plan type
2
Location
Peachtree City, GA
Latest filing year
2023
Participants
194
End-of-year plan assets
$25,343,199

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023194H, C20241010101723NAL0009900659001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,343,199
Total liabilities (EOY)
$0
Net assets (EOY)
$25,343,199
Net assets (BOY)
$19,257,380

Income & contributions

Employer contributions
$1,268,721
Participant contributions
$1,785,809
Total contributions
$3,185,884
Total income / additions
$7,067,310

Expenses & distributions

Benefits paid
$977,614
Administrative expenses
$3,877
Total expenses
$981,491
Net increase / (decrease)
$6,085,819

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$7,650not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$3,773$02023

Related Form 5500 pages