Southside Fire/Ems Retirement Plan — Form 5500 plan (Southside Communities Fire Protection, 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, Southside Fire/Ems Retirement Plan is a benefit plan reported by Southside Communities Fire Protection, Inc. under EIN 58-0870522 and plan number 001. The latest loaded filing year is 2023. The filing reports 445 participants and $12,158,625 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southside Communities Fire Protection, Inc.
EIN
58-0870522
Plan number
001
Plan type
2
Location
Savannah, GA
Latest filing year
2023
Participants
445
End-of-year plan assets
$12,158,625

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023445H, C20250421085014NAL0001466531001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,158,625
Total liabilities (EOY)
$0
Net assets (EOY)
$12,158,625
Net assets (BOY)
$9,870,103

Income & contributions

Employer contributions
$863,920
Participant contributions
$844,591
Total contributions
$1,725,289
Total income / additions
$3,144,146

Expenses & distributions

Benefits paid
$851,987
Administrative expenses
$1,911
Total expenses
$855,624
Net increase / (decrease)
$2,288,522

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MmlisBROKER/ADVISER$0$17,7242023
Ascensus IncOTHER$0$5,0932023
Empower Annuity Insurance Company ORECORDKEEPER$4,838$02023
Empower Advisory Group, LLCINVESTMENT MGMT$123not reported in the loaded dataset2023

Related Form 5500 pages