2023 Form 5500 filing — Southport Engineered Systems 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 20240827142158NAL0023345186001) for Southport Engineered Systems 401(K) Plan, reported by Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal under EIN 20-0349155 and plan number 001. It reports 235 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827142158NAL0023345186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southport Eng Sys LLC Dba Southport Htg, Plbg & Geothermal
- EIN
- 20-0349155
- Plan number
- 001
- Location
- Caledonia, WI
- Participants
- 235
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,708,028
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,708,028
- Participant contributions
- $625,214
- Total income / additions
- $1,361,978
- Benefits paid
- $578,780
- Administrative expenses
- $30,331
- Total expenses
- $609,111
- Net increase / (decrease)
- $752,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Johnson Bank | NONE | $30,331 | $0 |