2023 Form 5500 filing — Southern Eagle Distributing, Inc 401(K) 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 20250325153203NAL0029267394001) for Southern Eagle Distributing, Inc 401(K) Retirement Plan, reported by Southern Eagle Distributing, Inc under EIN 36-3286134 and plan number 002. It reports 311 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250325153203NAL0029267394001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Eagle Distributing, Inc
- EIN
- 36-3286134
- Plan number
- 002
- Location
- Fort Pierce, FL
- Participants
- 311
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,004,926
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,004,926
- Employer contributions
- $410,333
- Participant contributions
- $953,713
- Total income / additions
- $3,378,977
- Benefits paid
- $1,255,777
- Administrative expenses
- $68,106
- Total expenses
- $1,323,883
- Net increase / (decrease)
- $2,055,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $68,037 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISORY | $0 | $22,069 |
| Wells Fargo Clearing Services, LLC | INVESTMENT ADVISORY | $0 | $5,288 |
| Ejreynolds Inc. | OTHER SERVICES | $0 | $4,754 |