2023 Form 5500 filing — Southern Land Company 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 20241009164805NAL0037733042001) for Southern Land Company Retirement Plan, reported by Redwood-Slc Holdings, LLC under EIN 86-3529899 and plan number 001. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009164805NAL0037733042001
Filing year
2023
Form type
2
Plan sponsor
Redwood-Slc Holdings, LLC
EIN
86-3529899
Plan number
001
Location
Nashville, TN
Participants
601
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$27,827,908
Total liabilities (EOY)
$0
Net assets (EOY)
$27,827,908
Employer contributions
$1,484,833
Participant contributions
$2,443,674
Total income / additions
$8,625,161
Benefits paid
$1,847,930
Administrative expenses
$146,434
Total expenses
$2,029,541
Net increase / (decrease)
$6,595,620
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins. Co. Of AmericaRECORDKEEPER$72,578$0
Evergreen Advisors, LLCINVESTMENT ADVISOR$71,156not reported in the loaded dataset
Ascensus Holdings Dba Futureplan ByCONTRACT ADMIN$4,325$10,000

Related Form 5500 pages