Original filing (PDF)20251002132801NAL0000362563002

FINANCIAL TOTAL LEASING, INC.

Name: FINANCIAL TOTAL LEASING, INC. — FINANCIAL TOTAL LEASING, INC. DBA SOUTHERN BANK EQUIPMENT & ATMS CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: FINANCIAL TOTAL LEASING, INC.

Form 5500-SF

FILING_RECEIVED

FINANCIAL TOTAL LEASING, INC. DBA SOUTHERN BANK EQUIPMENT & ATMS CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL TOTAL LEASING, INC..

Plan sponsor

Name

FINANCIAL TOTAL LEASING, INC.

DBA

SOUTHERN BANK EQUIPMENT & ATMS

EIN

58-2319187

Address

2785 BUFORD HIGHWAY · DULUTH, GA · 30096

Phone

(770) 751-1412

Industry

Wholesale Tradesee 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

2025-10-02

Pension benefit codes

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

PLATEAU TRUCK & TRACTOR, LLC

PLATEAU TRUCK & TRACTOR, LLC 401(K) PLAN

$1.7M · 26 participants

EMERSON INTERNATIONAL LLC

EMERSON-KIDSGUIDE 401(K) PROFIT SHARING PLAN

$1.7M · 3 participants

ALLIED INDUSTRIAL SALES, INC.

ALLIED INDUSTRIAL SALES 401(K) PLAN

$1.7M · 30 participants

APPALACHIAN DRILLING SERVICES

APPALACHIAN DRILLING SERVICES 401(K) PROFIT SHARING PLAN TRUST

$1.7M · 14 participants

WHITSON COMPANY, INC. D/B/A POWER TOOL COMPANY