· 2022–2024 · DOL EFAST2

Southern Business Advisors, Inc. — Southern Business, Form 5500 (2024)

Original filing (PDF)20260330182945NAL0009584353001

Southern Business Advisors, Inc.

Form 5500-SF

FILING_RECEIVED

Southern Business Advisors, Inc. Pension Plan & Trust

Defined-benefit pension plan · Southern Business Advisors, Inc.'s Southern Business Advisors, Inc. Pension Plan & Trust held $1.5M in plan assets for 5 participants in 2024.

Active participants

5

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SOUTHERN BUSINESS ADVISORS, INC.

EIN

88-1004621all filings

Address

PO BOX 2048 · FORTSON, GA · 31808

Phone

(706) 464-2256

Industry

All Other Professional Services· Professional & Technical Services

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

2026-03-30

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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