South Georgia Pecan Company, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (South Georgia Pecan Company, 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, South Georgia Pecan Company, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by South Georgia Pecan Company, Inc. under EIN 58-1533837 and plan number 002. The latest loaded filing year is 2023. The filing reports 475 participants and $14,312,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Georgia Pecan Company, Inc.
- EIN
- 58-1533837
- Plan number
- 002
- Plan type
- 2
- Location
- Valdosta, GA
- Latest filing year
- 2023
- Participants
- 475
- End-of-year plan assets
- $14,312,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 475 | H, C | 20241015122856NAL0016385763001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,312,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,312,325
- Net assets (BOY)
- $12,417,722
Income & contributions
- Employer contributions
- $227,437
- Participant contributions
- $452,730
- Total contributions
- $680,167
- Total income / additions
- $2,531,869
Expenses & distributions
- Benefits paid
- $627,099
- Administrative expenses
- $10,167
- Total expenses
- $637,266
- Net increase / (decrease)
- $1,894,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mai Capital Management,LLC | SERVICE PROVIDER | $0 | $32,829 | 2023 |
| Economic Group Pension Services | THIRD PARTY ADMIN | $0 | $6,398 | 2023 |
| Morningstar | INVESTMENT ADVISORY | $0 | $2,143 | 2023 |
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $1,455 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South Georgia Pecan Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Valdosta, GA
- Mai Capital Management,LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Morningstar — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation