Southern Power Systems, Inc. 401(K) Plan — Form 5500 plan (Southern Power Systems, 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, Southern Power Systems, Inc. 401(K) Plan is a benefit plan reported by Southern Power Systems, Inc under EIN 72-1273495 and plan number 001. The latest loaded filing year is 2023. The filing reports 128 participants and $8,942,800 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.9MPlan net assets, end of year$8,942,800
Participants128Covered participants reported
Assets / participant$69.9KComputed: assets ÷ participants$69,866 (computed)
Provider compensation$7.1K2 Schedule C provider row(s)$7,110
Plan sponsor
Southern Power Systems, Inc
EIN
72-1273495
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20250110145203NAL0028885010001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.9M total assets
Net assets$8.9MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$584.6K
Benefits paid / distributions$500.3K
Contributions
Employer$538.7K
Participant$766.2K
Full reported line items

Net assets

Total assets (EOY)
$8,942,800
Total liabilities (EOY)
$0
Net assets (EOY)
$8,942,800
Net assets (BOY)
$6,759,987

Income & contributions

Employer contributions
$538,653
Participant contributions
$766,203
Total contributions
$1,501,364
Total income / additions
$2,767,394

Expenses & distributions

Benefits paid
$500,288
Administrative expenses
$44,119
Total expenses
$584,581
Net increase / (decrease)
$2,182,813
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 41%Participant 59%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates Inc(Usa)INVESTMENT ADVISOR$3,739not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$3,371not reported in the loaded dataset2023

Related Form 5500 pages