Southern Land Company Retirement Plan — Form 5500 plan (Redwood-Slc Holdings, 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, Southern Land Company Retirement Plan is a benefit plan reported by Redwood-Slc Holdings, LLC under EIN 86-3529899 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $27,827,908 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Redwood-Slc Holdings, LLC
- EIN
- 86-3529899
- Plan number
- 001
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 601
- End-of-year plan assets
- $27,827,908
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 601 | H, C | 20241009164805NAL0037733042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,827,908
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,827,908
- Net assets (BOY)
- $21,232,288
Income & contributions
- Employer contributions
- $1,484,833
- Participant contributions
- $2,443,674
- Total contributions
- $4,707,211
- Total income / additions
- $8,625,161
Expenses & distributions
- Benefits paid
- $1,847,930
- Administrative expenses
- $146,434
- Total expenses
- $2,029,541
- Net increase / (decrease)
- $6,595,620
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $72,578 | $0 | 2023 |
| Evergreen Advisors, LLC | INVESTMENT ADVISOR | $71,156 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Dba Futureplan By | CONTRACT ADMIN | $4,325 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Redwood-Slc Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Evergreen Advisors, LLC — Schedule C compensation
- Ascensus Holdings Dba Futureplan By — Schedule C compensation