2023 Form 5500 filing — Southland Holdings, LLC 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 20240913143738NAL0010042545001) for Southland Holdings, LLC 401(K) Profit Sharing Plan, reported by Southland Holdings, LLC under EIN 20-4336627 and plan number 001. It reports 2,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913143738NAL0010042545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southland Holdings, LLC
- EIN
- 20-4336627
- Plan number
- 001
- Location
- Grapevine, TX
- Participants
- 2,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $78,842,868
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $78,842,868
- Employer contributions
- $1,908,644
- Participant contributions
- $4,387,544
- Total income / additions
- $18,113,349
- Benefits paid
- $9,359,335
- Administrative expenses
- $142,698
- Total expenses
- $9,543,737
- Net increase / (decrease)
- $8,569,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDED | $122,524 | $0 |
| Usi Advisors,Inc. | SERVICE PROVIDER | $0 | $53,000 |
| Ascensus | THIRD PARTY ADMINISTRATOR | $4,875 | $21,645 |
| Morningstat | SERVICE PROVIDER | $15,299 | not reported in the loaded dataset |