Profit Sharing · DOL Form 5500 · 2023
Southern Heart and Soul Inc. Profit Sharing Plan
Data updated 2026-08-25
- $349
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 0th
- Percentile by assets National rank
- $349
- Avg per participant Low balance/head
Official DOL plan name: Southern Heart and Soul Inc. Retirement Plan · Sponsored by Southern Heart and Soul Inc. · South Carolina · Retail Trade
$349 in assets, 1 participants
Southern Heart and Soul Inc.'s Southern Heart and Soul Inc. Retirement Plan reported $349 in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 0th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #44 in Retail Trade (8,414 peers)
Southern Heart and Soul Inc. multi-year trail
Southern Heart and Soul Inc.'s plans moved -71.8% in assets from 2022 to 2024; this filing shows Southern Heart and Soul Inc. Retirement Plan at $349 / 1 participant.
- #44
- in Retail Trade (8,414 peers)
- -71.2%
- assets change YoY
The plan reported a net loss of $863 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Heart and Soul Inc. Retirement Plan among the smaller filed plans by assets
Southern Heart and Soul Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$349 0th percentile higher than 0% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Southern Heart and Soul Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Heart and Soul Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southern Heart and Soul Inc. Retirement Plan reported net income rose from -$56K in the plan year 2022 filing to -$863 in the plan year 2023 filing.
- Southern Heart and Soul Inc. Retirement Plan end-of-year assets fell from $1K in the plan year 2022 filing to $349 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 822581887 · Southern Heart and Soul Inc. PY 2023 · Profit Sharing
Southern Heart and Soul Inc. Retirement Plan · $349 · 1 · 0th
- PCT $349
- EIN 1
- RANK 0th
- PHOTO Profit Sharing
- IND near Team 5, Inc. Retirement Plan
- EOY ind #44
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in South Carolina →
Southern Heart and Soul Inc. Retirement Plan in the asset neighbourhood
Southern Heart and Soul Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Southern Heart and Soul Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $342 71.78217821782178% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $1K |
| 2023 | 1 | 1 | $349 |
| 2024 | 2 | 2 | $342 |
Southern Heart and Soul Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1K |
|---|---|
| Net Assets (End of Year) | $349 |
| Net Income | -$863 |
| Employer EIN | 822581887 |
| Plan Effective Date | 2017-08-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in South Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Prisma Health Retirement Savings Plan $1.9B · 28,745
- Uma Retirement Plan $756M · 2,510
- Profit-Sharing Plan of Ogletree, Deakins, Nash, Smoak & Stewart $222M · 2,301
- Scansource, Inc. 401(k) Plan $216M · 1,515
- Usc School of Medicine Educational Trust Retirement Plan $45M · 197
Southern Heart and Soul Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside South Carolina, the nearest Profit Sharing by assets is Team 5, Inc. Retirement Plan in NC ($343); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($349 here).
- Team 5, Inc. Retirement Plan (NC) $343 · 14
- Cahill Business Group Inc. Retirement Plan (PA) $355 · 12
- William F Walsh Retirement Plan (NJ) $355 · 1
- Charlotte Cycle, Inc. Retirement Plan (CO) $358 · 7
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.