Control Southern, Inc. Employee Stock Ownership 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. Employee Stock Ownership Plan is a benefit plan reported by Control Southern, Inc. under EIN 58-0807099 and plan number 002. The latest loaded filing year is 2023. The filing reports 218 participants and $18,077,400 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
- 002
- Plan type
- 2
- Location
- Suwanee, GA
- Latest filing year
- 2023
- Participants
- 218
- End-of-year plan assets
- $18,077,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 218 | H | 20241012075514NAL0023287169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,077,400
- Total liabilities (EOY)
- $9,928,826
- Net assets (EOY)
- $8,148,574
- Net assets (BOY)
- $1,487,132
Income & contributions
- Employer contributions
- $21,163
- Total contributions
- $21,163
- Total income / additions
- $6,899,483
Expenses & distributions
- Benefits paid
- $21,163
- Administrative expenses
- $0
- Total expenses
- $238,041
- Net increase / (decrease)
- $6,661,442
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.