Original filing (PDF)20250714085003NAL0002214226001

SOUTH WALTON UTILITY CO., INC.

Name: SOUTH WALTON UTILITY CO., INC. — SOUTH WALTON UTILITY CO., INC. EMPLOYEES RETIREMENT PLAN, Form 5500 (2023)
Creator: SOUTH WALTON UTILITY CO., INC.

Form 5500-SF

FILING_RECEIVED

SOUTH WALTON UTILITY CO., INC. EMPLOYEES RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 SOUTH WALTON UTILITY CO., INC..

Plan sponsor

Name

SOUTH WALTON UTILITY CO., INC.

EIN

59-1673712

Address

369 MIRAMAR BEACH DRIVE · MIRAMAR BEACH, FL · 32550

Phone

(850) 837-2988

Industry

Utilitiessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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