Southern Star, Inc. Retirement Savings Plan — Form 5500 plan (Southern Star, 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 Star, Inc. Retirement Savings Plan is a benefit plan reported by Southern Star, Inc. under EIN 73-1557611 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $8,568,702 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Star, Inc.
EIN
73-1557611
Plan number
001
Plan type
2
Location
Poteau, OK
Latest filing year
2023
Participants
310
End-of-year plan assets
$8,568,702

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20241015164011NAL0016894131002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,568,702
Total liabilities (EOY)
$0
Net assets (EOY)
$8,568,702
Net assets (BOY)
$7,018,977

Income & contributions

Employer contributions
$678,887
Participant contributions
$125,501
Total contributions
$812,729
Total income / additions
$2,089,526

Expenses & distributions

Benefits paid
$454,358
Administrative expenses
$85,443
Total expenses
$539,801
Net increase / (decrease)
$1,549,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Erisa PartnersTHIRD-PARTY ADMINISTRATOR$44,587not reported in the loaded dataset2023
Avantax Advisory Services, Inc.INVESTMENT ADVISOR$40,856not reported in the loaded dataset2023

Related Form 5500 pages