Southern Star Investment Plan — Form 5500 plan (Southern Star Central Gas Pipeline, 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 Star Investment Plan is a benefit plan reported by Southern Star Central Gas Pipeline, Inc. under EIN 73-0183220 and plan number 006. The latest loaded filing year is 2023. The filing reports 704 participants and $136,441,874 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Star Central Gas Pipeline, Inc.
- EIN
- 73-0183220
- Plan number
- 006
- Plan type
- 2
- Location
- Owensboro, KY
- Latest filing year
- 2023
- Participants
- 704
- End-of-year plan assets
- $136,441,874
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 704 | H, C | 20241014140346NAL0053867138001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,441,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $136,441,874
- Net assets (BOY)
- $107,098,738
Income & contributions
- Employer contributions
- $3,775,109
- Participant contributions
- $5,421,969
- Total contributions
- $10,156,176
- Total income / additions
- $33,410,005
Expenses & distributions
- Benefits paid
- $3,873,484
- Administrative expenses
- $193,385
- Total expenses
- $4,066,869
- Net increase / (decrease)
- $29,343,136
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $62,148 | $0 | 2023 |
| Advanced Capital Group | NONE | $38,000 | not reported in the loaded dataset | 2023 |
| Dean Dorton Allen Ford, Pllc | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $149 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Star Central Gas Pipeline, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Owensboro, KY
- T Rowe Price Rps Inc — Schedule C compensation
- Advanced Capital Group — Schedule C compensation
- Dean Dorton Allen Ford, Pllc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation