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 Crown Partners, LLC Retirement Plan is a benefit plan reported by Southern Crown Partners, LLC under EIN 26-0397238 and plan number 001. The latest loaded filing year is 2023. The filing reports 948 participants and $29,036,830 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,036,830
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,036,830
- Net assets (BOY)
- $21,580,051
Income & contributions
- Employer contributions
- $681,734
- Participant contributions
- $2,123,744
- Total contributions
- $5,666,249
- Total income / additions
- $9,748,377
Expenses & distributions
- Benefits paid
- $2,146,726
- Administrative expenses
- $144,872
- Total expenses
- $2,291,598
- Net increase / (decrease)
- $7,456,779