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SOUTHERN ENERGY CO., INC. — SOUTHERN ENERGY CO., INC. PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250709150953NAL0004910465001
SOUTHERN ENERGY CO., INC.
Form 5500-SF
FILING_RECEIVED
SOUTHERN ENERGY CO., INC. PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
110
Accounts w/ balance
17
Plan assets (EOY)
$627K
Net assets (EOY)
$627K
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
90
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
SOUTHERN ENERGY CO., INC.
.
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Plan sponsor
Name
SOUTHERN ENERGY CO., INC.
EIN
62-1040836
Address
211 LANE PARKWAY · SHELBYVILLE, TN · 37162
Phone
(931) 684-5322
Industry
Wholesale Trade
see 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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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THOMPSON ENERGY, LLC
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65
Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Only 15% as many balances as active participants — suggests many active employees aren't deferring.
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.
E-ZOIL PRODUCTS, INC.
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