Profit Sharing · DOL Form 5500 · 2023
South Atlantic Capital, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $8M
- Total assets
- 3
- Participants
- 54th
- Percentile by assets
- $2.7M
- Avg per participant
Official DOL plan name: South Atlantic Capital Inc Profit-Sharing Plan · Sponsored by South Atlantic Capital, Inc. · Florida · Professional & Technical Services
$8M in assets, 3 participants
South Atlantic Capital, Inc.'s South Atlantic Capital Inc Profit-Sharing Plan reported $8M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- 54th percentile by assets (of 127,072 plans)
- #10,598 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
South Atlantic Capital Inc Profit-Sharing Plan holds $8M for 3 participants - about $2.7M per participant, above the median plan by assets.
- $8M
- total plan assets (2023 EOY)
- 3
- covered participants
- 54th
- percentile by assets (of 127,072 plans)
- $2.7M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- South Atlantic Capital Inc Profit-Sharing Plan reported net income rose from -$158K in the plan year 2022 filing to $325K in the plan year 2023 filing.
- South Atlantic Capital Inc Profit-Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Profit Sharing filing for South Atlantic Capital Inc Profit-Sharing Plan
Profit Sharing filing for plan year 2023: EIN 593453870 ; effective since 1997-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $325K |
| Employer EIN | 593453870 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (South Atlantic Capital, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $8M |
| 2023 | 1 | 3 | $8M |
| 2024 | 1 | 3 | $8M |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
South Atlantic Capital Inc Profit-Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to South Atlantic Capital Inc Profit-Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did South Atlantic Capital Inc Profit-Sharing Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on South Atlantic Capital Inc Profit-Sharing Plan's numbers.
- By total assets, South Atlantic Capital Inc Profit-Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- South Atlantic Capital, Inc.'s sponsor-wide assets have declined 0.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans