2023 Form 5500 filing — Southern Engineering & Surveying Safe Harbor 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240215091646NAL0085339362001) for Southern Engineering & Surveying Safe Harbor 401(K) Plan, reported by Southern Engineering & Surveying, Inc. under EIN 20-5437593 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$236.8KReported net assets$236,795
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240215091646NAL0085339362001
Plan sponsor
Southern Engineering & Surveying, Inc.
EIN
20-5437593
Plan number
001
Location
Rome, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$236.8K total assets
Net assets$236.8KLiabilities
Money in vs. money out
Total income / additions$126.8K
Total expensesNot reported
Benefits paid / distributionsNot reported
Contributions
Employer$17.6K
Participant$97.3K
Full reported line items
Total assets (EOY)
$236,795
Net assets (EOY)
$236,795
Employer contributions
$17,608
Participant contributions
$97,287
Total income / additions
$126,819
Net increase / (decrease)
$126,819

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240215091646NAL0085339362001 cover?
It is the 2023 Form 5500 filing for Southern Engineering & Surveying Safe Harbor 401(K) Plan, reported by Southern Engineering & Surveying, Inc. (EIN 20-5437593).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages