2023 Form 5500 filing — Southern Family Ventures, Inc. 401(K)Profit Sharing 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 20240709073457NAL0007720467001) for Southern Family Ventures, Inc. 401(K)Profit Sharing Plan, reported by Southern Family Ventures, Inc. under EIN 27-2832091 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$245.2KReported net assets$245,155
Participants2
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240709073457NAL0007720467001
Plan sponsor
Southern Family Ventures, Inc.
EIN
27-2832091
Plan number
001
Location
Loxahathcee, FL
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)$245.2K total assets
Net assets$245.2KLiabilities
Money in vs. money out
Total income / additions$11.7K
Total expenses$0
Benefits paid / distributions$0
Contributions
Employer$1.9K
Participant$1.9K
Full reported line items
Total assets (EOY)
$245,155
Net assets (EOY)
$245,155
Employer contributions
$1,875
Participant contributions
$1,875
Total income / additions
$11,704
Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$11,704

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240709073457NAL0007720467001 cover?
It is the 2023 Form 5500 filing for Southern Family Ventures, Inc. 401(K)Profit Sharing Plan, reported by Southern Family Ventures, Inc. (EIN 27-2832091).
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