Deep South Equipment Company 401(K) Savings Plan — Form 5500 plan (Deep South Equipment Company)
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, Deep South Equipment Company 401(K) Savings Plan is a benefit plan reported by Deep South Equipment Company under EIN 72-1167835 and plan number 001. The latest loaded filing year is 2023. The filing reports 403 participants and $6,945,859 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deep South Equipment Company
- EIN
- 72-1167835
- Plan number
- 001
- Plan type
- 2
- Location
- Slidell, LA
- Latest filing year
- 2023
- Participants
- 403
- End-of-year plan assets
- $6,945,859
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 403 | H, C | 20241111102031NAL0009147731001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,945,859
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,945,859
- Net assets (BOY)
- $5,602,166
Income & contributions
- Employer contributions
- $200,000
- Participant contributions
- $558,994
- Total contributions
- $939,812
- Total income / additions
- $1,835,802
Expenses & distributions
- Benefits paid
- $413,678
- Administrative expenses
- $78,431
- Total expenses
- $492,109
- Net increase / (decrease)
- $1,343,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Comapny | CONTRACT ADMINISTRATOR | $52,464 | $0 | 2023 |
| Heard, Mcelroy & Vestal, LLC | THIRD PARTY ADMINISTRATO | $25,967 | $2,535 | 2023 |
| Edward D. Jones & Co. | INVESTMENT ADVISORY | $0 | $17,536 | 2023 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Deep South Equipment Company
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Slidell, LA
- Principal Life Insurance Comapny — Schedule C compensation
- Heard, Mcelroy & Vestal, LLC — Schedule C compensation
- Edward D. Jones & Co. — Schedule C compensation
- Wilshire Advisors, LLC — Schedule C compensation