Original filing (PDF)20250407115406NAL0009269427001

SOUTHERN BUSINESS ADVISORS, INC.

Name: SOUTHERN BUSINESS ADVISORS, INC. — SOUTHERN BUSINESS ADVISORS, INC. PENSION PLAN & TRUST, Form 5500 (2023)
Creator: SOUTHERN BUSINESS ADVISORS, INC.

Form 5500-SF

FILING_RECEIVED

SOUTHERN BUSINESS ADVISORS, INC. PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHERN BUSINESS ADVISORS, INC..

Plan sponsor

Name

SOUTHERN BUSINESS ADVISORS, INC.

EIN

88-1004621

Address

PO BOX 2048 · FORTSON, GA · 31808

Phone

(706) 464-2256

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-07

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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