Southwood Realty 401(K) Plan — Form 5500 plan (Southwood Realty 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, Southwood Realty 401(K) Plan is a benefit plan reported by Southwood Realty Company under EIN 56-1186105 and plan number 002. The latest loaded filing year is 2023. The filing reports 613 participants and $5,051,385 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwood Realty Company
- EIN
- 56-1186105
- Plan number
- 002
- Plan type
- 2
- Location
- Gastonia, NC
- Latest filing year
- 2023
- Participants
- 613
- End-of-year plan assets
- $5,051,385
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 613 | H, C | 20240701111825NAL0002745587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,051,385
- Net assets (EOY)
- $5,051,385
- Net assets (BOY)
- $3,484,599
Income & contributions
- Employer contributions
- $381,901
- Participant contributions
- $1,064,619
- Total contributions
- $1,491,566
- Total income / additions
- $2,203,575
Expenses & distributions
- Benefits paid
- $562,068
- Administrative expenses
- $74,721
- Total expenses
- $636,789
- Net increase / (decrease)
- $1,566,786
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $41,138 | not reported in the loaded dataset | 2023 |
| Edward D. Jones & Co., L.P. | RIA | $21,715 | not reported in the loaded dataset | 2023 |