Southeastern Property Management LLC 401(K) Plan — Form 5500 plan (Southeastern Property Management 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, Southeastern Property Management LLC 401(K) Plan is a benefit plan reported by Southeastern Property Management LLC under EIN 63-0755228 and plan number 006. The latest loaded filing year is 2023. The filing reports 760 participants and $13,282,373 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Property Management LLC
- EIN
- 63-0755228
- Plan number
- 006
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 760
- End-of-year plan assets
- $13,282,373
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 760 | H, C | 20241011163701NAL0022347777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,282,373
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,282,373
- Net assets (BOY)
- $10,070,938
Income & contributions
- Employer contributions
- $718,505
- Participant contributions
- $1,578,006
- Total contributions
- $2,420,955
- Total income / additions
- $4,374,663
Expenses & distributions
- Benefits paid
- $1,073,716
- Administrative expenses
- $89,512
- Total expenses
- $1,163,228
- Net increase / (decrease)
- $3,211,435
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $37,281 | $0 | 2023 |
| Black & Pinckard | AUDIT | $11,000 | not reported in the loaded dataset | 2023 |
| Stones River Consulting | RECORDKEEPER | $7,050 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeastern Property Management LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Transamerica Retirement Solutions — Schedule C compensation
- Black & Pinckard — Schedule C compensation
- Stones River Consulting — Schedule C compensation