2023 Form 5500 filing — Southland Industries Employees' 401k 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 20240829091118NAL0006339827001) for Southland Industries Employees' 401k Plan, reported by Southland Industries under EIN 95-1596533 and plan number 001. It reports 1,101 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829091118NAL0006339827001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southland Industries
- EIN
- 95-1596533
- Plan number
- 001
- Location
- Garden Grove, CA
- Participants
- 1,101
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $177,313,294
- Total liabilities (EOY)
- $315
- Net assets (EOY)
- $177,312,979
- Employer contributions
- $5,954,395
- Participant contributions
- $11,901,671
- Total income / additions
- $44,790,227
- Benefits paid
- $8,428,139
- Administrative expenses
- $330,796
- Total expenses
- $8,759,119
- Net increase / (decrease)
- $36,031,108
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $330,706 | not reported in the loaded dataset |
| Fisher Investments | NONE | $12,031 | not reported in the loaded dataset |
| Kendall Capital Management | NONE | $10,419 | not reported in the loaded dataset |
| Lmcg Investments LLC | NONE | $8,575 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc | NONE | $2,925 | $0 |