Southeast Foods LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Southeast Foods 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 Foods LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Southeast Foods LLC under EIN 64-0559432 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $18,453,671 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Foods LLC
- EIN
- 64-0559432
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe, LA
- Latest filing year
- 2023
- Participants
- 297
- End-of-year plan assets
- $18,453,671
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 297 | H, C | 20241011112642NAL0044120770001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,453,671
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,453,671
- Net assets (BOY)
- $17,462,058
Income & contributions
- Employer contributions
- $103,543
- Participant contributions
- $311,341
- Total contributions
- $414,884
- Total income / additions
- $2,794,822
Expenses & distributions
- Benefits paid
- $1,738,463
- Administrative expenses
- $64,746
- Total expenses
- $1,803,209
- Net increase / (decrease)
- $991,613
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Raymond James Financial Services | INVESTMENT ADVISOR | $60,137 | not reported in the loaded dataset | 2023 |
| Eisneramper Llp | OTHER | $2,459 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,150 | $0 | 2023 |