Southwire Company Salaried 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 Salaried 401(K) Plan is a benefit plan reported by Southwire Company, LLC under EIN 58-2020515 and plan number 011. The latest loaded filing year is 2023. The filing reports 2,653 participants and $447,495,238 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
011
Plan type
2
Location
Carrollton, GA
Latest filing year
2023
Participants
2,653
End-of-year plan assets
$447,495,238

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,653H, C20240925111854NAL0014238081001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$447,495,238
Total liabilities (EOY)
$0
Net assets (EOY)
$447,495,238
Net assets (BOY)
$360,837,894

Income & contributions

Employer contributions
$19,748,225
Participant contributions
$25,081,315
Total contributions
$47,758,395
Total income / additions
$114,572,593

Expenses & distributions

Benefits paid
$31,366,171
Administrative expenses
$522,941
Total expenses
$31,931,282
Net increase / (decrease)
$82,641,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$275,768$02023
Strategic Advisors, Inc.ADVISOR$205,717not reported in the loaded dataset2023
CaptrustINVESTMENT ADVISOR$41,456not reported in the loaded dataset2023

Related Form 5500 pages