The Southern Group Inc Money Purchase Pension Plan — Form 5500 plan (The Southern Group 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, The Southern Group Inc Money Purchase Pension Plan is a benefit plan reported by The Southern Group Inc under EIN 31-1204334 and plan number 002. The latest loaded filing year is 2023. The filing reports 28 participants and $4,140,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Southern Group Inc
- EIN
- 31-1204334
- Plan number
- 002
- Plan type
- 2
- Location
- Hamilton, OH
- Latest filing year
- 2023
- Participants
- 28
- End-of-year plan assets
- $4,140,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 28 | I | 20241014134314NAL0053783202001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,140,821
- Net assets (EOY)
- $4,140,821
- Net assets (BOY)
- $3,325,323
Income & contributions
- Employer contributions
- $51,645
- Total income / additions
- $815,498
Expenses & distributions
- Total expenses
- $0
- Net increase / (decrease)
- $815,498
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.