Plan5500

Southern Management Companies LLC — 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, Southern Management Companies LLC (EIN 52-1223227) is a plan sponsor located in Mclean, VA 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
52-1223227
Location
Mclean, VA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Southern Management Companies LLC

  • 2 loaded plans hold $83.9M in reported assets.
  • The largest, Southern Management Companies LLC 401(K) Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,650 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$83.9MSummed across loaded plans$83,940,151
Total reported assets$83.9M$83,940,151
Total reported participants3.6K3,650
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$83.9M total assets
Net assets$83.9MLiabilities$0
Contributions & income
Employer contributions$2.7M
Participant contributions$2.9M
Total income / additions$17.2M
Expenses & distributions
Benefits paid / distributions$6.5M
Total expenses$6.6M
Net increase / (decrease)$10.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Southern Management Companies LLC 401(K) Savings Plan
Participants per plan1,825Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Southern Management Companies LLC 401(K) Savings Plan$83.9M
    Plan #003 · 2,501 participants · 2023
  2. 2
    Southern Management Companies, LLC Health And Welfare Plannot reported in the loaded dataset
    Plan #507 · 1,149 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Southern Management Companies LLC. Open one for its full reported snapshot.

  1. 2023
    Southern Management Companies LLC 401(K) Savings Plan2,501 participants · 2Sch HSch C
    View filing →
  2. 2023
    Southern Management Companies, LLC Health And Welfare Plan1,149 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Management Companies LLC report on Form 5500?
Southern Management Companies LLC (EIN 52-1223227) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Management Companies LLC?
The Employer Identification Number (EIN) reported for Southern Management Companies LLC is 52-1223227.
What is the latest Form 5500 filing year for Southern Management Companies LLC?
The latest loaded Form 5500 filing year for Southern Management Companies LLC is 2023.

Related Form 5500 pages