Southeast Capital Corporation Savings And Employee Stock Ownership Plan — Form 5500 plan (Southeast Capital Corporation)
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 Capital Corporation Savings And Employee Stock Ownership Plan is a benefit plan reported by Southeast Capital Corporation under EIN 73-1069371 and plan number 002. The latest loaded filing year is 2023. The filing reports 48 participants and $14,597,356 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Capital Corporation
- EIN
- 73-1069371
- Plan number
- 002
- Plan type
- 2
- Location
- Idabel, OK
- Latest filing year
- 2023
- Participants
- 48
- End-of-year plan assets
- $14,597,356
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 48 | I | 20241002163236NAL0015613376001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,597,356
- Total liabilities (EOY)
- $1,250
- Net assets (EOY)
- $14,596,106
- Net assets (BOY)
- $14,775,974
Income & contributions
- Employer contributions
- $124,677
- Participant contributions
- $135,248
- Total income / additions
- $2,153,470
Expenses & distributions
- Benefits paid
- $2,285,675
- Administrative expenses
- $33,539
- Total expenses
- $2,333,338
- Net increase / (decrease)
- -$179,868
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.