Southern Bank And Trust Company Pension Plan — Form 5500 plan (Southern Bank And Trust Company)
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 Bank And Trust Company Pension Plan is a benefit plan reported by Southern Bank And Trust Company under EIN 56-0132260 and plan number 001. The latest loaded filing year is 2023. The filing reports 520 participants and $93,069,056 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Bank And Trust Company
- EIN
- 56-0132260
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Olive, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 520 | H | 20241008140842NAL0008438707001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $93,069,056
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $93,069,056
- Net assets (BOY)
- $86,745,635
Income & contributions
- Total contributions
- $0
- Total income / additions
- $10,080,622
Expenses & distributions
- Benefits paid
- $3,757,201
- Administrative expenses
- $0
- Total expenses
- $3,757,201
- Net increase / (decrease)
- $6,323,421
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.