2023 Form 5500 filing — Southern Star, Inc. Retirement Savings 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 20241015164011NAL0016894131002) for Southern Star, Inc. Retirement Savings Plan, reported by Southern Star, Inc. under EIN 73-1557611 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015164011NAL0016894131002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Star, Inc.
- EIN
- 73-1557611
- Plan number
- 001
- Location
- Poteau, OK
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,568,702
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,568,702
- Employer contributions
- $678,887
- Participant contributions
- $125,501
- Total income / additions
- $2,089,526
- Benefits paid
- $454,358
- Administrative expenses
- $85,443
- Total expenses
- $539,801
- Net increase / (decrease)
- $1,549,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Erisa Partners | THIRD-PARTY ADMINISTRATOR | $44,587 | not reported in the loaded dataset |
| Avantax Advisory Services, Inc. | INVESTMENT ADVISOR | $40,856 | not reported in the loaded dataset |