2023 Form 5500 filing — Southern Mail Service, Inc. Retirement 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 20240909110522NAL0007643968001) for Southern Mail Service, Inc. Retirement Plan, reported by Southern Mail Service, Inc. under EIN 75-1482649 and plan number 002. It reports 953 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240909110522NAL0007643968001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Mail Service, Inc.
- EIN
- 75-1482649
- Plan number
- 002
- Location
- Conroe, TX
- Participants
- 953
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,722,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,722,632
- Employer contributions
- $1,677,269
- Participant contributions
- $565,863
- Total income / additions
- $3,603,692
- Benefits paid
- $2,680,795
- Administrative expenses
- $226,358
- Total expenses
- $2,908,508
- Net increase / (decrease)
- $695,184
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $129,925 | $0 |
| Assured Partners Capital, Inc | NONE | $36,715 | not reported in the loaded dataset |
| Premier Retirement Partners LLC | NONE | $34,219 | not reported in the loaded dataset |
| Ifp Advisors Inc | NONE | $12,388 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $4,986 | not reported in the loaded dataset |
| Leafhouse Financial Advisors, LLC | NONE | $4,910 | not reported in the loaded dataset |
| Bas Partners | NONE | $3,200 | not reported in the loaded dataset |