Southern States Savings & Retirement Plan Trust — Form 5500 plan (Southern States Savings & Retirement Plan Trust)
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, Southern States Savings & Retirement Plan Trust is a benefit plan reported by Southern States Savings & Retirement Plan Trust under EIN 59-1785571 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,329 participants and $178,216,433 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern States Savings & Retirement Plan Trust
- EIN
- 59-1785571
- Plan number
- 001
- Plan type
- 1
- Location
- Vero Beach, FL
- Latest filing year
- 2023
- Participants
- 13,329
- End-of-year plan assets
- $178,216,433
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 13,329 | H, C | 20241014161631NAL0027833809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $178,216,433
- Total liabilities (EOY)
- $309,987
- Net assets (EOY)
- $177,906,446
- Net assets (BOY)
- $160,068,126
Income & contributions
- Employer contributions
- $10,379,913
- Participant contributions
- $2,522,694
- Total contributions
- $12,902,607
- Total income / additions
- $33,893,402
Expenses & distributions
- Benefits paid
- $14,178,552
- Administrative expenses
- $1,876,530
- Total expenses
- $16,055,082
- Net increase / (decrease)
- $17,838,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Atlanta Capital Management Co., LLC | NONE | $521,224 | not reported in the loaded dataset | 2023 |
| Sierra Investment Partners Inc. | NONE | $141,141 | not reported in the loaded dataset | 2023 |
| Washington Capital | NONE | $106,734 | not reported in the loaded dataset | 2023 |
| Lapadula Carlson & Co. | NONE | $84,893 | not reported in the loaded dataset | 2023 |
| Baab & Dennison Llp | NONE | $59,000 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill, LLC | NONE | $48,893 | not reported in the loaded dataset | 2023 |
| Bmo Harris | NONE | $43,681 | not reported in the loaded dataset | 2023 |
| Clearbridge Investments | NONE | $27,942 | not reported in the loaded dataset | 2023 |
| Albert Levy P.C. | NONE | $11,585 | not reported in the loaded dataset | 2023 |
| Benefits Law Group | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern States Savings & Retirement Plan Trust
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Vero Beach, FL
- Atlanta Capital Management Co., LLC — Schedule C compensation
- Sierra Investment Partners Inc. — Schedule C compensation
- Washington Capital — Schedule C compensation
- Lapadula Carlson & Co. — Schedule C compensation
- Baab & Dennison Llp — Schedule C compensation
- Segall Bryant & Hamill, LLC — Schedule C compensation
- Bmo Harris — Schedule C compensation
- Clearbridge Investments — Schedule C compensation
- Albert Levy P.C. — Schedule C compensation
- Benefits Law Group — Schedule C compensation