2023 Form 5500 filing — Control Southern Inc. 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 20241008122857NAL0028537776001) for Control Southern Inc. Profit Sharing Plan, reported by Control Southern Inc. under EIN 58-0807099 and plan number 001. It reports 339 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008122857NAL0028537776001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Control Southern Inc.
- EIN
- 58-0807099
- Plan number
- 001
- Location
- Suwanee, GA
- Participants
- 339
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,472,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,472,512
- Employer contributions
- $1,246,933
- Participant contributions
- $2,047,912
- Total income / additions
- $9,951,834
- Benefits paid
- $1,675,522
- Administrative expenses
- $110,488
- Total expenses
- $1,786,010
- Net increase / (decrease)
- $8,165,824
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,774 | $0 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $35,616 | not reported in the loaded dataset |
| Bennett Thrasher Llp | AUDITOR | $14,700 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,398 | not reported in the loaded dataset |