2023 Form 5500 filing — Southern Specialties, 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 20241025110109NAL0000181106001) for Southern Specialties, Inc. 401(K) Plan, reported by Southern Specialties, Inc. under EIN 65-0304844 and plan number 001. It reports 172 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)$6.9MReported net assets$6,912,676
Participants172
Provider compensation$20.6K3 Schedule C row(s)$20,563
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241025110109NAL0000181106001
Plan sponsor
Southern Specialties, Inc.
EIN
65-0304844
Plan number
001
Location
Pompano Beach, FL
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Money in vs. money out
Total income / additions$1.3M
Total expenses$343.6K
Benefits paid / distributions$322.3K
Contributions
Employer$191.6K
Participant$352K
Full reported line items
Total assets (EOY)
$6,912,676
Total liabilities (EOY)
$0
Net assets (EOY)
$6,912,676
Employer contributions
$191,604
Participant contributions
$352,032
Total income / additions
$1,266,857
Benefits paid
$322,285
Administrative expenses
$20,564
Total expenses
$343,609
Net increase / (decrease)
$923,248
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT/FINANCIAL ADVI · Direct $18.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $2.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241025110109NAL0000181106001 cover?
It is the 2023 Form 5500 filing for Southern Specialties, Inc. 401(K) Plan, reported by Southern Specialties, Inc. (EIN 65-0304844).
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