South 49 Holdings, Ltd. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, South 49 Holdings, Ltd. (EIN 35-2633428) is a plan sponsor located in Tupman, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
35-2633428
Location
Tupman, CA
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$11,460,119
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$11,460,119

Contributions & income

Employer contributions
$563,338
Participant contributions
$834,478
Total income / additions
$3,225,992

Expenses & distributions

Benefits paid / distributions
$2,171,234
Total expenses
$2,345,677
Net increase / (decrease)
$880,315

Coverage

Total reported participants
168
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

South 49 Holdings, Ltd. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
South 49 Holdings Ltd. 401(K) Plan001168$11,460,1192023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for South 49 Holdings, Ltd.
YearPlanParticipantsSchedulesFiling
2023South 49 Holdings Ltd. 401(K) Plan168H, C20240822185623NAL0005511265001

Related Form 5500 pages