Southern Champion Tray, Lp 401(K) Savings And Retirement Plan — Form 5500 plan (Southern Champion Tray, L P)
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 Champion Tray, Lp 401(K) Savings And Retirement Plan is a benefit plan reported by Southern Champion Tray, L P under EIN 62-0452437 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,411 participants and $49,060,221 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Champion Tray, L P
- EIN
- 62-0452437
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 1,411
- End-of-year plan assets
- $49,060,221
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,411 | H, C | 20241014081845NAL0051535474001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,060,221
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,060,221
- Net assets (BOY)
- $42,066,425
Income & contributions
- Employer contributions
- $1,517,488
- Participant contributions
- $3,406,280
- Total contributions
- $5,137,541
- Total income / additions
- $12,127,358
Expenses & distributions
- Benefits paid
- $5,049,961
- Administrative expenses
- $80,827
- Total expenses
- $5,133,562
- Net increase / (decrease)
- $6,993,796
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cadaret Grant & Co Inc | INVESTMENT ADVISOR | $47,087 | not reported in the loaded dataset | 2023 |
| Rpa Financial LLC | INVESTMENT ADVISOR | $17,122 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $9,710 | $0 | 2023 |
| Lbmc Pc | AUDITOR | $6,175 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $733 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Champion Tray, L P
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Chattanooga, TN
- Cadaret Grant & Co Inc — Schedule C compensation
- Rpa Financial LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Lbmc Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation