Control Southern Inc. Profit Sharing Plan — Form 5500 plan (Control Southern 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, Control Southern Inc. Profit Sharing Plan is a benefit plan reported by Control Southern Inc. under EIN 58-0807099 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $43,472,512 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Control Southern Inc.
- EIN
- 58-0807099
- Plan number
- 001
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 339
- End-of-year plan assets
- $43,472,512
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 339 | H, C | 20241008122857NAL0028537776001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,472,512
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,472,512
- Net assets (BOY)
- $35,306,688
Income & contributions
- Employer contributions
- $1,246,933
- Participant contributions
- $2,047,912
- Total contributions
- $3,443,617
- Total income / additions
- $9,951,834
Expenses & distributions
- Benefits paid
- $1,675,522
- Administrative expenses
- $110,488
- Total expenses
- $1,786,010
- Net increase / (decrease)
- $8,165,824
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $45,774 | $0 | 2023 |
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $35,616 | not reported in the loaded dataset | 2023 |
| Bennett Thrasher Llp | AUDITOR | $14,700 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $14,398 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Control Southern Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Suwanee, GA
- Empower Annuity Insurance Company — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Bennett Thrasher Llp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation