Plan5500

Southern Marketing Affiliates, Inc. 401(K) Plan — Form 5500 plan (Southern Marketing Affiliates, 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 Marketing Affiliates, Inc. 401(K) Plan is a benefit plan reported by Southern Marketing Affiliates, Inc. under EIN 71-0356499 and plan number 002. The latest loaded filing year is 2023. The filing reports 144 participants and $12,634,791 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Marketing Affiliates, Inc.
EIN
71-0356499
Plan number
002
Plan type
2
Location
Jonesboro, AR
Latest filing year
2023
Participants
144
End-of-year plan assets
$12,634,791

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023144H, C20240927151408NAL0002291409001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,634,791
Total liabilities (EOY)
$0
Net assets (EOY)
$12,634,791
Net assets (BOY)
$10,638,201

Income & contributions

Employer contributions
$395,322
Participant contributions
$647,481
Total contributions
$1,042,803
Total income / additions
$2,709,931

Expenses & distributions

Benefits paid
$654,132
Administrative expenses
$59,209
Total expenses
$713,341
Net increase / (decrease)
$1,996,590

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cpi Qualified Plan Consultants, IncNONE$59,209not reported in the loaded dataset2023

Related Form 5500 pages