Southern Botanical 401(K) Plan — Form 5500 plan (Southern Botanical, 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 Botanical 401(K) Plan is a benefit plan reported by Southern Botanical, Inc. under EIN 75-2753077 and plan number 001. The latest loaded filing year is 2023. The filing reports 345 participants and $5,057,644 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Botanical, Inc.
EIN
75-2753077
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
Participants
345
End-of-year plan assets
$5,057,644

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023345H, C20241001102119NAL0003188195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,057,644
Total liabilities (EOY)
$0
Net assets (EOY)
$5,057,644
Net assets (BOY)
$3,707,904

Income & contributions

Employer contributions
$313,670
Participant contributions
$493,344
Total contributions
$807,014
Total income / additions
$1,543,743

Expenses & distributions

Benefits paid
$159,531
Administrative expenses
$34,472
Total expenses
$194,003
Net increase / (decrease)
$1,349,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sanctuary Advisors LLCNONE$16,865not reported in the loaded dataset2023
Ascensus LLCNONE$13,116$02023

Related Form 5500 pages