Southwire Company Hourly 401(K) Plan — Form 5500 plan (Southwire Company, LLC)
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, Southwire Company Hourly 401(K) Plan is a benefit plan reported by Southwire Company, LLC under EIN 58-2020515 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,860 participants and $221,504,811 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwire Company, LLC
- EIN
- 58-2020515
- Plan number
- 001
- Plan type
- 2
- Location
- Carrollton, GA
- Latest filing year
- 2023
- Participants
- 6,860
- End-of-year plan assets
- $221,504,811
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,860 | H, C | 20240925112343NAL0014246097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $221,504,811
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $221,504,811
- Net assets (BOY)
- $187,022,816
Income & contributions
- Employer contributions
- $3,822,799
- Participant contributions
- $26,036,596
- Total contributions
- $31,892,636
- Total income / additions
- $63,366,961
Expenses & distributions
- Benefits paid
- $24,685,817
- Administrative expenses
- $385,859
- Total expenses
- $25,098,080
- Net increase / (decrease)
- $38,268,881
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $280,103 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $85,337 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $20,419 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southwire Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Carrollton, GA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation