How big is Edward A. Southard's plan?

Edward A. Southard's plan reported $2.0M in assets and 2 participants for 2024.

Original filing (PDF)20250520124319NAL0001214977001

Edward A. Southard

Name: Edward A. Southard — Edward A. Southard Profit, Form 5500 (2024)
Creator: Edward A. Southard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edward A. Southard Profit Sharing Plan

Defined-contribution retirement plan · Edward A. Southard's Edward A. Southard Profit Sharing Plan held $2.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Edward Southard signed Edward A. Southard's 2024 Form 5500 as plan administrator.

Edward Southard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Edward A. Southard's EIN is 35-1419378.

EIN 35-1419378

Plan number 002

Plan year 2024

ACK ID 20250520124319NAL0001214977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Edward A. Southard from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Edward A. Southard's plan includes profit-sharing, a self-directed brokerage window, life insurance.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EDWARD A. SOUTHARD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

EDWARD A. SOUTHARD

EIN

all filings

Address

51 N 10TH ST · NOBLESVILLE, IN · 46060

Phone

(317) 413-3187

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator