Original filing (PDF)20251010164618NAL0013556128001

OLD SOUTH PROPERTIES, INC.

Name: OLD SOUTH PROPERTIES, INC. — OLD SOUTH PROPERTIES, INC. SAVINGS PLAN, Form 5500 (2024)
Creator: OLD SOUTH PROPERTIES, INC.

Form 5500-SF

FILING_RECEIVED

OLD SOUTH PROPERTIES, INC. SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OLD SOUTH PROPERTIES, INC..

Plan sponsor

Name

OLD SOUTH PROPERTIES, INC.

EIN

59-1511505

Address

6218 NORTH 9TH AVENUE · PENSACOLA, FL · 32504

Phone

(850) 478-6363

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

MARIA MENDELSOHN LLC

THE MM LLC CASH BALANCE PLAN

$1.4M · 2 participants

SOUTHWESTERN PROPERTY CORP

SOUTHWESTERN PROPERTY CORP 401(K) PLAN

$1.4M · 11 participants

GARY A. ASHTON, INC.

THE ASHTON REAL ESTATE GROUP OF RE/MAX ADVANTAGE 401(K) PLAN

$1.4M · 34 participants

PETERSEN PARTNERS, INC.

PETERSEN PARTNERS, INC. 401(K) RETIREMENT PLAN

$1.4M · 2 participants

DUMAS/BLESSING INC

DUMAS/BLESSING

$1.4M · 2 participants