Southern Shade Tree 401(k) Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Southern Shade Tree Co. Inc. · South Carolina · Agriculture, Forestry & Fishing
What the 2023 filing shows
Southern Shade Tree 401(k) Plan holds $296K for 164 participants - about $1,806 per participant, up 334.0% over the 2022 plan year.
- $296K
- total plan assets (2022 EOY)
- 164
- covered participants
- $1,806
- avg assets per participant
- +334.0%
- assets growth YoY
What the Filing Says About Southern Shade Tree 401(k) Plan
Southern Shade Tree 401(k) Plan is a Profit Sharing retirement plan sponsored by Southern Shade Tree Co. Inc., headquartered in South Carolina. As of the 2022 Form 5500 filing, the plan reports $296K in total end-of-year assets and covers 164 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 571092317, and the plan has been effective since 2021-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $68K at the beginning of 2022 to $296K at year-end — a gain of 334.0%. Net assets (after liabilities) closed the year at $296K, with reported net income of $228K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $68K |
| Total Assets (End of Year) | $296K |
| Net Assets (End of Year) | $296K |
| Net Income | $228K |
| Plan Type | Profit Sharing |
| Employer EIN | 571092317 |
| Plan Effective Date | 2021-10-01 |
| Filing Status | FILING RECEIVED |
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 571092317.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.