How big is Southern Oak Development, LLC's plan?

Southern Oak Development, LLC's plan reported $123K in assets and 2 participants for 2023.

Original filing (PDF)20241014133742NAL0026280593001

Southern Oak Development, LLC

Name: Southern Oak Development, LLC — Southern Oak, Form 5500 (2023)
Creator: Southern Oak Development, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Southern Oak Development, LLC Cash Balance Plan

Defined-benefit pension plan · Southern Oak Development, LLC's Southern Oak Development, LLC Cash Balance Plan held $123K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$123K

Net assets (EOY)

$123K

Plan identifiers

Southern Oak Development, LLC's EIN is 86-2531780.

EIN 86-2531780

Plan number 002

Plan year 2023

ACK ID 20241014133742NAL0026280593001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Southern Oak Development, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Southern Oak Development, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score