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EDWARD A. SOUTHARD — EDWARD A. SOUTHARD PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250520124319NAL0001214977001
EDWARD A. SOUTHARD
Form 5500-SF
FILING_RECEIVED
EDWARD A. SOUTHARD PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
2
Accounts w/ balance
4
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
EDWARD A. SOUTHARD
.
Find decision makers
Plan sponsor
Name
EDWARD A. SOUTHARD
EIN
35-1419378
Address
51 N 10TH ST · NOBLESVILLE, IN · 46060
Phone
(317) 413-3187
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see 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
2025-05-20
Pension benefit codes
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Service providers (Schedule C)
Small plans don't disclose service providers
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JUDY M BALL STATE FARM INSURANCE AGENT
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PROFIT SHARING KEOGH FOR THE BENEFIT OF JUDY M BALL
$2.0M · 4 participants
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