2023 Form 5500 filing — Southern Earth Sciences, Inc. 401(K) 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 20241011141925NAL0022918785001) for Southern Earth Sciences, Inc. 401(K) Plan, reported by Southern Earth Sciences, Inc. under EIN 63-0710398 and plan number 001. It reports 124 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.9MReported net assets$8,860,388
Participants124
Provider compensation$33.7K3 Schedule C row(s)$33,747
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011141925NAL0022918785001
Plan sponsor
Southern Earth Sciences, Inc.
EIN
63-0710398
Plan number
001
Location
Mobile, AL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$230.9K
Benefits paid / distributions$196K
Contributions
Employer$112.1K
Participant$312.1K
Full reported line items
Total assets (EOY)
$8,860,388
Total liabilities (EOY)
$0
Net assets (EOY)
$8,860,388
Employer contributions
$112,145
Participant contributions
$312,078
Total income / additions
$1,860,692
Benefits paid
$196,027
Administrative expenses
$33,747
Total expenses
$230,862
Net increase / (decrease)
$1,629,830
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $19.6K
  2. 2
    RECORDKEEPER · Direct $12.6K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $1.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011141925NAL0022918785001 cover?
It is the 2023 Form 5500 filing for Southern Earth Sciences, Inc. 401(K) Plan, reported by Southern Earth Sciences, Inc. (EIN 63-0710398).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages