How big is Southmoor Estates, Inc.'s plan?

Southmoor Estates, Inc.'s plan reported $3.0M in assets and 13 participants for 2024.

Original filing (PDF)20250429123254NAL0001041954001

Southmoor Estates, Inc.

Name: Southmoor Estates, Inc. — Southmoor Estates, Inc., Form 5500 (2024)
Creator: Southmoor Estates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southmoor Estates, Inc. 401(k) PSP

401(k) retirement plan · Southmoor Estates, Inc.'s Southmoor Estates, Inc. 401(k) PSP held $3.0M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

KARI Lasco signed Southmoor Estates, Inc.'s 2024 Form 5500 as plan administrator.

KARI Lasco — 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

Southmoor Estates, Inc.'s EIN is 36-3406713.

EIN 36-3406713

Plan number 002

Plan year 2024

ACK ID 20250429123254NAL0001041954001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southmoor Estates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southmoor Estates, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHMOOR ESTATES, INC..

Finding similar companies…

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

Knocking points off