· 2022–2024 · DOL EFAST2

SOUTHERN MORTGAGE GROUP LLC — SOUTHERN MORTGAGE GROUP LLC 401K PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20240309050455NAL0038400624001

SOUTHERN MORTGAGE GROUP LLC

Form 5500-SF

FILING_RECEIVED

SOUTHERN MORTGAGE GROUP LLC 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.8 mo

Active participants

20

Accounts w/ balance

12

Plan assets (EOY)

$192K

Net assets (EOY)

$192K

Plan health score

Above-average plan

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

85

Total plan cost

n/a

Plan health

44

Vendor & structure

100

Knocking points off

Filed 3.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SOUTHERN MORTGAGE GROUP LLC

EIN

83-1857572

Address

2217 WATERSTONE TRAIL · FLOWER MOUND, TX · 75028

Phone

(817) 800-3900

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-03-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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