Plan5500

Southern Foodservice Management, Inc. — 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 Foodservice Management, Inc. (EIN 63-0315905) is a plan sponsor located in Birmingham, AL with 2 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
63-0315905
Location
Birmingham, AL
Loaded plans
3
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 Foodservice Management, Inc.

  • 3 loaded plans hold $6.2M in reported assets.
  • The largest, Southern Foodservice Management, Inc. 401(K) Plan, holds 86% of this company's reported plan assets.
  • Plans cover 1,276 reported participants.
  • 2 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.2MSummed across loaded plans$6,153,890
Total reported assets$6.2M$6,153,890
Total reported participants1.3K1,276
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.2M total assets
Net assets$6.2MLiabilities$0
Contributions & income
Employer contributions$177.5K
Participant contributions$409.9K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$657.6K
Total expenses$682K
Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation0 / 3 ()

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 assets86%Southern Foodservice Management, Inc. 401(K) Plan
Participants per plan425Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Southern Foodservice Management, Inc. 401(K) Plan$5.3M
    Plan #002 · 644 participants · 2023
  2. 2
    Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan$844.3K
    Plan #003 · 137 participants · 2023
  3. 3
    Southern Foodservice Management, Inc. Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #502 · 495 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 Foodservice Management, Inc.. Open one for its full reported snapshot.

  1. 2023
    Southern Foodservice Management, Inc. Health & Welfare Benefit Plan495 participants · 2No schedules
    View filing →
  2. 2023
    Southern Foodservice Management, Inc. Liuna Fort Novosel Bargaining Unit Retirement Plan137 participants · 2Sch H
    View filing →
  3. 2023
    Southern Foodservice Management, Inc. 401(K) Plan644 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Southern Foodservice Management, Inc. report on Form 5500?
Southern Foodservice Management, Inc. (EIN 63-0315905) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Southern Foodservice Management, Inc.?
The Employer Identification Number (EIN) reported for Southern Foodservice Management, Inc. is 63-0315905.
What is the latest Form 5500 filing year for Southern Foodservice Management, Inc.?
The latest loaded Form 5500 filing year for Southern Foodservice Management, Inc. is 2023.

Related Form 5500 pages