Sunsouth LLC 401(K) Plan — Form 5500 plan (Sunsouth LLC)
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, Sunsouth LLC 401(K) Plan is a benefit plan reported by Sunsouth LLC under EIN 20-4736728 and plan number 001. The latest loaded filing year is 2023. The filing reports 572 participants and $19,294,552 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sunsouth LLC
- EIN
- 20-4736728
- Plan number
- 001
- Plan type
- 2
- Location
- Dothan, AL
- Latest filing year
- 2023
- Participants
- 572
- End-of-year plan assets
- $19,294,552
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 572 | H, C | 20241011130432NAL0043751362001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,294,552
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,294,552
- Net assets (BOY)
- $16,687,629
Income & contributions
- Employer contributions
- $576,155
- Participant contributions
- $1,570,761
- Total contributions
- $2,215,607
- Total income / additions
- $4,800,386
Expenses & distributions
- Benefits paid
- $2,089,736
- Administrative expenses
- $109,613
- Total expenses
- $2,193,463
- Net increase / (decrease)
- $2,606,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $56,634 | $0 | 2023 |
| Capsouth Partners | INVESTMENT ADVISOR | $42,979 | not reported in the loaded dataset | 2023 |
| Mcdaniel & Associates, Pc | AUDITOR | $10,000 | not reported in the loaded dataset | 2023 |