Southern Mail Service, Inc. Retirement Plan — Form 5500 plan (Southern Mail Service, 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 Mail Service, Inc. Retirement Plan is a benefit plan reported by Southern Mail Service, Inc. under EIN 75-1482649 and plan number 002. The latest loaded filing year is 2023. The filing reports 953 participants and $10,722,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Mail Service, Inc.
- EIN
- 75-1482649
- Plan number
- 002
- Plan type
- 2
- Location
- Conroe, TX
- Latest filing year
- 2023
- Participants
- 953
- End-of-year plan assets
- $10,722,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 953 | H, C | 20240909110522NAL0007643968001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,722,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,722,632
- Net assets (BOY)
- $10,027,448
Income & contributions
- Employer contributions
- $1,677,269
- Participant contributions
- $565,863
- Total contributions
- $2,273,018
- Total income / additions
- $3,603,692
Expenses & distributions
- Benefits paid
- $2,680,795
- Administrative expenses
- $226,358
- Total expenses
- $2,908,508
- Net increase / (decrease)
- $695,184
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $129,925 | $0 | 2023 |
| Assured Partners Capital, Inc | NONE | $36,715 | not reported in the loaded dataset | 2023 |
| Premier Retirement Partners LLC | NONE | $34,219 | not reported in the loaded dataset | 2023 |
| Ifp Advisors Inc | NONE | $12,388 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $4,986 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors, LLC | NONE | $4,910 | not reported in the loaded dataset | 2023 |
| Bas Partners | NONE | $3,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Mail Service, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Conroe, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Assured Partners Capital, Inc — Schedule C compensation
- Premier Retirement Partners LLC — Schedule C compensation
- Ifp Advisors Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Bas Partners — Schedule C compensation