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PHILANTHROPY SOUTHEAST, INC. — PHILANTHROPY SOUTHEAST RETIREMENT PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250613081205NAL0049936946001
PHILANTHROPY SOUTHEAST, INC.
Form 5500-SF
FILING_RECEIVED
PHILANTHROPY SOUTHEAST RETIREMENT PLAN
401(k) retirement plan
Signals · 1
Late filing · 6.9 mo
Active participants
11
Accounts w/ balance
19
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
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
PHILANTHROPY SOUTHEAST, INC.
.
Find decision makers
Plan sponsor
Name
PHILANTHROPY SOUTHEAST, INC.
EIN
56-0995114
Address
100 PEACHTREE STREET NW · SUITE 2080 · ATLANTA, GA · 30303
Phone
(404) 524-0911
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-06-13
Pension benefit codes
2G · Total participant-directed accounts
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2E · Profit-sharing
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 6.9 months past the 10.5-month grace window.
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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