How big is Southmark Financial Advisors LLC's plan?

Southmark Financial Advisors LLC's plan reported $783K in assets and 2 participants for 2025.

Original filing (PDF)20260204111055NAL0001847059001

Southmark Financial Advisors LLC

Name: Southmark Financial Advisors LLC — Southmark, Form 5500 (2025)
Creator: Southmark Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southmark Financial Advisors LLC 401(k) Plan

401(k) retirement plan · Southmark Financial Advisors LLC's Southmark Financial Advisors LLC 401(k) Plan held $783K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$783K

Net assets (EOY)

$783K

People on this filing

William Shumate signed Southmark Financial Advisors LLC's 2025 Form 5500 as plan administrator.

William Shumate — 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

Southmark Financial Advisors LLC's EIN is 47-4002754.

EIN 47-4002754

Plan number 001

Plan year 2025

ACK ID 20260204111055NAL0001847059001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Southmark Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Southmark Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHMARK FINANCIAL ADVISORS LLC.

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

Helping the score