Southland Envelope Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Southland Envelope, 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, Southland Envelope Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Southland Envelope, Inc. under EIN 95-2924231 and plan number 003. The latest loaded filing year is 2023. The filing reports 150 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southland Envelope, Inc.
EIN
95-2924231
Plan number
003
Plan type
2
Location
Lakeside, CA
Latest filing year
2023
Participants
150
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20240412150203NAL0001584867001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$9,790,472

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$520,332

Expenses & distributions

Benefits paid
$10,280,377
Administrative expenses
$30,427
Total expenses
$10,310,804
Net increase / (decrease)
-$9,790,472

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
West Rhode & RobertsACCOUNTANT/AUDITOR$30,000not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$100$02023

Related Form 5500 pages