2023 Form 5500 filing — Southern Tea, LLC New Jersey 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 20240314184409NAL0025662627001) for Southern Tea, LLC New Jersey 401(K) Plan, reported by Southern Tea, LLC under EIN 76-0701392 and plan number 003. It reports 88 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets
Participants88
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240314184409NAL0025662627001
Plan sponsor
Southern Tea, LLC
EIN
76-0701392
Plan number
003
Location
Marietta, 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.

Money in vs. money out
Total income / additions$182.7K
Total expenses$12.1K
Benefits paid / distributions$8.1K
Contributions
Employer$25.9K
Participant$51.8K
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Employer contributions
$25,873
Participant contributions
$51,767
Total income / additions
$182,672
Benefits paid
$8,076
Administrative expenses
$4,066
Total expenses
$12,142
Net increase / (decrease)
$170,530

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240314184409NAL0025662627001 cover?
It is the 2023 Form 5500 filing for Southern Tea, LLC New Jersey 401(K) Plan, reported by Southern Tea, LLC (EIN 76-0701392).
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