How big is Southern Financial Systems DC LLC's plan?

Southern Financial Systems DC LLC's plan reported $731K in assets and 4 participants for 2024.

Original filing (PDF)20251014171507NAL0003482657007

Southern Financial Systems DC LLC

Name: Southern Financial Systems DC LLC — Southern Financi, Form 5500 (2024)
Creator: Southern Financial Systems DC LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Financial Systems DC LLC 401 K Plan

401(k) retirement plan · Southern Financial Systems DC LLC's Southern Financial Systems DC LLC 401 K Plan held $731K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$731K

Net assets (EOY)

$731K

People on this filing

John F. Patten signed Southern Financial Systems DC LLC's 2024 Form 5500 as plan administrator.

John F. Patten — 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

Southern Financial Systems DC LLC's EIN is 81-2166445.

EIN 81-2166445

Plan number 001

Plan year 2024

ACK ID 20251014171507NAL0003482657007

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Southern Financial Systems DC LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Southern Financial Systems DC LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SOUTHERN FINANCIAL SYSTEMS DC LLC.

Finding similar companies…

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