Southern Insurance Underwriters, Inc. 401 (K) Plan & Trust — Form 5500 plan (Southern Insurance Underwriters, 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 Insurance Underwriters, Inc. 401 (K) Plan & Trust is a benefit plan reported by Southern Insurance Underwriters, Inc. under EIN 58-0939621 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $6,333,012 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Insurance Underwriters, Inc.
- EIN
- 58-0939621
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $6,333,012
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20240620083433NAL0001178529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,333,012
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,333,012
- Net assets (BOY)
- $5,497,744
Income & contributions
- Employer contributions
- $168,264
- Participant contributions
- $486,298
- Total contributions
- $654,562
- Total income / additions
- $1,531,637
Expenses & distributions
- Benefits paid
- $673,966
- Administrative expenses
- $9,714
- Total expenses
- $696,369
- Net increase / (decrease)
- $835,268
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $6,828 | $0 | 2023 |
| First Citizens Bank And Trust Compa | INVESTMENT ADVISOR | $1,961 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $925 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Insurance Underwriters, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- First Citizens Bank And Trust Compa — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation