Plain-English plan 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, Southern States, LLC Hourly Employees' Retirement Plan is a benefit plan reported by Southern States, LLC under EIN 03-0493527 and plan number 004. The latest loaded filing year is 2023. The filing reports 139 participants and $4,113,803 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,113,803
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,113,803
- Net assets (BOY)
- $3,528,298
Income & contributions
- Employer contributions
- $226,279
- Participant contributions
- $47,013
- Total contributions
- $273,292
- Total income / additions
- $832,918
Expenses & distributions
- Benefits paid
- $239,135
- Administrative expenses
- $8,278
- Total expenses
- $247,413
- Net increase / (decrease)
- $585,505