2023 Form 5500 filing — Southland Transportation Company 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 20241015112622NAL0014484451001) for Southland Transportation Company 401(K) Plan, reported by Southland Transportation Company under EIN 56-1607563 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112622NAL0014484451001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southland Transportation Company
- EIN
- 56-1607563
- Plan number
- 001
- Location
- Boonville, NC
- Participants
- 293
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,483,925
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,483,925
- Employer contributions
- $91,295
- Participant contributions
- $626,614
- Total income / additions
- $1,389,809
- Benefits paid
- $458,246
- Administrative expenses
- $45,618
- Total expenses
- $503,864
- Net increase / (decrease)
- $885,945
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISORY | $28,228 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $17,390 | $0 |