Southeast Unloading, LLC 401(K) Plan — Form 5500 plan (Southeast Unloading, LLC)
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, Southeast Unloading, LLC 401(K) Plan is a benefit plan reported by Southeast Unloading, LLC under EIN 59-3746670 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $3,185,687 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Unloading, LLC
- EIN
- 59-3746670
- Plan number
- 001
- Plan type
- 2
- Location
- Fernandina Beach, FL
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $3,185,687
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20250403143917NAL0020748434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,185,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,185,687
- Net assets (BOY)
- $2,064,533
Income & contributions
- Employer contributions
- $473,600
- Participant contributions
- $734,488
- Total contributions
- $1,208,088
- Total income / additions
- $1,590,625
Expenses & distributions
- Benefits paid
- $385,447
- Administrative expenses
- $49,815
- Total expenses
- $469,471
- Net increase / (decrease)
- $1,121,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $49,815 | $0 | 2023 |
| Mai Capital Management, LLC | INVESTMENT ADVISORY | $0 | $8,327 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Unloading, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fernandina Beach, FL
- Principal Life Insurance Company — Schedule C compensation
- Mai Capital Management, LLC — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation