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 Farm Bureau And Adopting Companies 401(K) Plan is a benefit plan reported by Southern Farm Bureau Casualty Insurance Company under EIN 64-0288243 and plan number 004. The latest loaded filing year is 2023. The filing reports 3,637 participants and $476,889,063 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $476,889,063
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $476,889,063
- Net assets (BOY)
- $432,693,601
Income & contributions
- Employer contributions
- $7,887,019
- Participant contributions
- $15,026,893
- Total contributions
- $23,981,658
- Total income / additions
- $96,872,158
Expenses & distributions
- Benefits paid
- $52,443,025
- Administrative expenses
- $233,671
- Total expenses
- $52,676,696
- Net increase / (decrease)
- $44,195,462