2023 Form 5500 filing — Southeast Milk Inc. 401k Profit Sharing 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 20250501115311NAL0004756432001) for Southeast Milk Inc. 401k Profit Sharing Plan, reported by Southeast Milk, Inc. under EIN 59-0769519 and plan number 002. It reports 328 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)$7.6MReported net assets$7,607,365

Participants328

Provider compensation$65K3 Schedule C row(s)$64,969

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250501115311NAL0004756432001
Plan sponsor: Southeast Milk, Inc.
EIN: 59-0769519
Plan number: 002
Location: Belleview, 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)$7.6M total assets

Net assets$7.6MLiabilities$0

Money in vs. money out

Total income / additions$2M

Total expenses$2.6M

Benefits paid / distributions$2.5M

Contributions

Employer$255.2K

Participant$558.7K

Full reported line items

Total assets (EOY): $7,607,365
Total liabilities (EOY): $0
Net assets (EOY): $7,607,365
Employer contributions: $255,186
Participant contributions: $558,670
Total income / additions: $2,031,955
Benefits paid: $2,542,829
Administrative expenses: $66,675
Total expenses: $2,610,096
Net increase / (decrease): -$578,141

Schedule C

Reported service provider compensation

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

1
Voya Retirement Insurance & Annuity$29.2K
SERVICE PROVIDER · Direct $29.2K · Indirect $0
2
Sageview Advisory Group LLC$20.7K
SERVICE PROVIDER · Direct $20.7K
3
Duggan Joiner & Company LLC$15K
SERVICE PROVIDER · Direct $15K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250501115311NAL0004756432001 cover?: It is the 2023 Form 5500 filing for Southeast Milk Inc. 401k Profit Sharing Plan, reported by Southeast Milk, Inc. (EIN 59-0769519).
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).