How big is Banksouth's plan?

Banksouth's plan reported $8.5M in assets and 19 participants for 2024.

Original filing (PDF)20250515145920NAL0019634577001

Banksouth

Name: Banksouth — Banksouth Profit Sharing Plan, Form 5500 (2024)
Creator: Banksouth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banksouth Profit Sharing Plan

Defined-contribution retirement plan · Banksouth's Banksouth Profit Sharing Plan held $8.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Kevin R. Kirkland signed Banksouth's 2024 Form 5500 as plan administrator.

Kevin R. Kirkland — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Banksouth's EIN is 63-0015200.

EIN 63-0015200

Plan number 002

Plan year 2024

ACK ID 20250515145920NAL0019634577001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Banksouth from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Banksouth's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANKSOUTH.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Plan sponsor

Name

BANKSOUTH

EIN

all filings

Address

3251 ROSS CLARK CIRCLE NW · DOTHAN, AL · 36303

Phone

(334) 340-2102

Industry

Commercial Banking· Finance & Insurance

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

2025-05-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

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

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