Original filing (PDF)20251015134358NAL0009533746001

SOUTHFORK HOMES, LLC

Name: SOUTHFORK HOMES, LLC — SOUTHFORK HOMES, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: SOUTHFORK HOMES, LLC

Form 5500-SF

FILING_RECEIVED

SOUTHFORK HOMES, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHFORK HOMES, LLC.

Plan sponsor

Name

SOUTHFORK HOMES, LLC

EIN

27-1125766

Address

P. O. BOX 927 · STATHAM, GA · 30666

Phone

(770) 725-1594

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

COACH HOUSE, INC

COACH HOUSE, INC. 401(K) PLAN

$4.7M · 42 participants

TIM LEWIS CONSTRUCTION, INC. DBA TIM LEWIS COMMUNITIES

TIM LEWIS COMMUNITIES 401(K) PROFIT SHARING PLAN

$4.7M · 58 participants

HAZELWOOD HOMES, INC.

HAZELWOOD HOMES, INC. 401(K) EMPLOYEE BENEFIT PLAN

$4.7M · 38 participants

EVERGREEN CONSTRUCTION COMPANY

EVERGREEN CONSTRUCTION 401(K) PROFIT SHARING PLAN

$4.7M · 48 participants

SUPREME POOLS

SUPREME POOLS 401(K) RETIREMENT PLAN