Original filing (PDF)20240621090351NAL0001550403001

SUNSOUTH BANK

Name: SUNSOUTH BANK — SUNSOUTH BANK 401(K) PLAN, Form 5500 (2023)
Creator: SUNSOUTH BANK

Form 5500-SF

FILING_RECEIVED

SUNSOUTH BANK 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 SUNSOUTH BANK.

Plan sponsor

Name

SUNSOUTH BANK

EIN

63-0337013

Address

2357 BLACKRIDGE DR. · HOOVER, AL · 35244

Phone

(334) 677-4411

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-28

Filed

2024-06-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3H · Sponsor in controlled / affiliated group

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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