Plan5500

Pension Plan For Employees Of Southco, Inc. — Form 5500 plan (Southco, Inc.)

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, Pension Plan For Employees Of Southco, Inc. is a benefit plan reported by Southco, Inc. under EIN 23-1287596 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,176 participants and $157,270,512 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southco, Inc.
EIN
23-1287596
Plan number
002
Plan type
2
Location
Concordville, PA
Latest filing year
2023
Participants
1,176
End-of-year plan assets
$157,270,512

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,176H, C20241015105547NAL0057095282001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$157,270,512
Total liabilities (EOY)
$0
Net assets (EOY)
$157,270,512
Net assets (BOY)
$148,857,144

Income & contributions

Employer contributions
$226,000
Total contributions
$226,000
Total income / additions
$17,698,931

Expenses & distributions

Benefits paid
$8,662,315
Administrative expenses
$623,248
Total expenses
$9,285,563
Net increase / (decrease)
$8,413,368

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Goldman Sachs Asset ManagementNONE$219,779not reported in the loaded dataset2023

Related Form 5500 pages