Southern States Utility Trailer Sales, Inc. 401(K) Retirement Plan — Form 5500 plan (Southern States Utility Trailer Sales, 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 States Utility Trailer Sales, Inc. 401(K) Retirement Plan is a benefit plan reported by Southern States Utility Trailer Sales, Inc. under EIN 64-0666992 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $10,973,917 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern States Utility Trailer Sales, Inc.
EIN
64-0666992
Plan number
001
Plan type
2
Location
Pearl, MS
Latest filing year
2023
Participants
157
End-of-year plan assets
$10,973,917

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023157H, C20240927151102NAL0002288289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,973,917
Total liabilities (EOY)
$0
Net assets (EOY)
$10,973,917
Net assets (BOY)
$9,314,175

Income & contributions

Employer contributions
$396,096
Participant contributions
$644,479
Total contributions
$1,040,575
Total income / additions
$2,530,869

Expenses & distributions

Benefits paid
$811,768
Administrative expenses
$59,359
Total expenses
$871,127
Net increase / (decrease)
$1,659,742

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mascagni Wealth ManagementNONE$48,213not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$9,100not reported in the loaded dataset2023

Related Form 5500 pages