2023 Form 5500 filing — Southern States Utility Trailer Sales, Inc. 401(K) 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 20240927151102NAL0002288289001) for Southern States Utility Trailer Sales, Inc. 401(K) Retirement Plan, reported by Southern States Utility Trailer Sales, Inc. under EIN 64-0666992 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151102NAL0002288289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern States Utility Trailer Sales, Inc.
- EIN
- 64-0666992
- Plan number
- 001
- Location
- Pearl, MS
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,973,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,973,917
- Employer contributions
- $396,096
- Participant contributions
- $644,479
- Total income / additions
- $2,530,869
- Benefits paid
- $811,768
- Administrative expenses
- $59,359
- Total expenses
- $871,127
- Net increase / (decrease)
- $1,659,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mascagni Wealth Management | NONE | $48,213 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $9,100 | not reported in the loaded dataset |