· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
DEEP SOUTH FINANCIAL SERVICES, INC. — DEEP SOUTH FINANCIAL SERVICES, INC. RETIREMENT TRUSTT, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251021082953NAL0001150659001
DEEP SOUTH FINANCIAL SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
DEEP SOUTH FINANCIAL SERVICES, INC. RETIREMENT TRUSTT
401(k) retirement plan
Active participants
38
Accounts w/ balance
30
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
DEEP SOUTH FINANCIAL SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
DEEP SOUTH FINANCIAL SERVICES, INC.
EIN
72-0978624
Address
P. O. DRAWER 70 · ABBEVILLE, LA · 705110070
Phone
(337) 898-2343
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-10-21
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
SPREZZATURA MANAGEMENT CONSULT
SPREZZATURA MANAGEMENT CONSULT 401(K) PROFIT SHARING PLAN & TRUST
$2.3M · 66 participants
ALABAMA CREDIT CORPORATION
ALABAMA CREDIT CORP. 401K PLAN
$2.3M · 20 participants
MORTGAGE FUNDING
MORTGAGE FUNDING 401(K) PROFIT SHARING PLAN
$2.3M · 1 participants
FIRST CHOICE LENDING SERVICES
FIRST CHOICE LENDING SERVICES LLC 401(K) PLAN
$2.3M · 32 participants
CAPITAL MATRIX, INC.
CAPITAL MATRIX, INC. 401(K) PLAN
100
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.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 11 participants
CASHREPUBLIC HOLDINGS, INC
CASHREPUBLIC HOLDINGS 401K PLAN
$2.4M · 121 participants
Large plans in Louisiana
LUMEN TECHNOLOGIES, INC.
LUMEN 401(K) SAVINGS PLAN
$7.3B · 21,466 participants
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED CONTRIBUTION PLAN MASTER
$6.5B
LUMEN TECHNOLOGIES, INC.
CENTURYLINK, INC. DEFINED BENEFIT MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORP RETIREMENT PLANS MASTER TRUST
$4.7B
ENTERGY CORPORATION
ENTERGY CORPORATION QUALIFIED PLAN MASTER TRUST
$4.4B
ENTERGY CORPORATION
SAVINGS PLAN OF ENTERGY CORPORATION AND SUBSIDIARIES
$4.4B · 9,114 participants
