Southern Carpenters Supplemental Pension Plan — Form 5500 plan (Southern Carpenters Supplemental Pension Plan)
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 Carpenters Supplemental Pension Plan is a benefit plan reported by Southern Carpenters Supplemental Pension Plan under EIN 37-1820508 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,288 participants and $19,999,806 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Carpenters Supplemental Pension Plan
- EIN
- 37-1820508
- Plan number
- 001
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 4,288
- End-of-year plan assets
- $19,999,806
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,288 | H, C | 20250217203006NAL0002515105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,999,806
- Total liabilities (EOY)
- $66,142
- Net assets (EOY)
- $19,933,664
- Net assets (BOY)
- $13,124,070
Income & contributions
- Employer contributions
- $5,942,798
- Total contributions
- $5,942,798
- Total income / additions
- $7,098,412
Expenses & distributions
- Benefits paid
- $228,448
- Administrative expenses
- $60,370
- Total expenses
- $288,818
- Net increase / (decrease)
- $6,809,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $21,250 | not reported in the loaded dataset | 2023 |
| Daniels, Irwin & Aylor | NONE | $14,950 | not reported in the loaded dataset | 2023 |
| The Youngdahl Law Firm | NONE | $6,250 | not reported in the loaded dataset | 2023 |
| Arnall Golden Gregory | NONE | $6,001 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Carpenters Supplemental Pension Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Southern Benefit Administrators — Schedule C compensation
- Daniels, Irwin & Aylor — Schedule C compensation
- The Youngdahl Law Firm — Schedule C compensation
- Arnall Golden Gregory — Schedule C compensation
- Mutual Funds — Schedule C compensation