Southland Industries Employees' 401k Plan — Form 5500 plan (Southland Industries)
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, Southland Industries Employees' 401k Plan is a benefit plan reported by Southland Industries under EIN 95-1596533 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,101 participants and $177,313,294 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southland Industries
- EIN
- 95-1596533
- Plan number
- 001
- Plan type
- 2
- Location
- Garden Grove, CA
- Latest filing year
- 2023
- Participants
- 1,101
- End-of-year plan assets
- $177,313,294
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,101 | H, C | 20240829091118NAL0006339827001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $177,313,294
- Total liabilities (EOY)
- $315
- Net assets (EOY)
- $177,312,979
- Net assets (BOY)
- $141,281,871
Income & contributions
- Employer contributions
- $5,954,395
- Participant contributions
- $11,901,671
- Total contributions
- $18,741,872
- Total income / additions
- $44,790,227
Expenses & distributions
- Benefits paid
- $8,428,139
- Administrative expenses
- $330,796
- Total expenses
- $8,759,119
- Net increase / (decrease)
- $36,031,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $330,706 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $12,031 | not reported in the loaded dataset | 2023 |
| Kendall Capital Management | NONE | $10,419 | not reported in the loaded dataset | 2023 |
| Lmcg Investments LLC | NONE | $8,575 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | NONE | $2,925 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southland Industries
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Garden Grove, CA
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Fisher Investments — Schedule C compensation
- Kendall Capital Management — Schedule C compensation
- Lmcg Investments LLC — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation