401(k)
2023 plan-year 401(k) DOL Form 5500

Southern Foodservice Management, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Southern Foodservice Management, Inc. ยท Alabama ยท Food Services & Accommodation

What the 2023 filing shows

Southern Foodservice Management, Inc. 401(k) Plan holds $5M for 538 participants - about $9,869 per participant, up 21.6% over the 2023 plan year.

$5M
total plan assets (2023 EOY)
538
covered participants
$9,869
avg assets per participant
+21.6%
assets growth YoY
Total Assets (2023)
$5M
Participants
538
State
Industry
Food Services & Accommodation

What the Filing Says About Southern Foodservice Management, Inc. 401(k) Plan

Southern Foodservice Management, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Southern Foodservice Management, Inc., headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 538 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 630315905, and the plan has been effective since 1991-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2023 to $5M at year-end โ€” a gain of 21.6%. Net assets (after liabilities) closed the year at $5M, with reported net income of $941K 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 and can be compared against 1 prior plan-year filing from the same sponsor shown below.

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 โ€” 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)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$941K
Plan Type401(k)
Employer EIN630315905
Plan Effective Date1991-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Foodservice Management, Inc.)

Year Plans Participants Total Assets
2022 1 490 $4M
2023 2 602 $6M

Nearby 401(k) Plans in Alabama

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Frequently Asked Questions

How much money is in the Southern Foodservice Management, Inc. 401(k) Plan?
As of the 2023 Form 5500 filing, Southern Foodservice Management, Inc. 401(k) Plan holds $5M in total assets with 538 participants. It is sponsored by Southern Foodservice Management, Inc..
What type of plan is Southern Foodservice Management, Inc. 401(k) Plan?
Southern Foodservice Management, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 1991-10-01. The plan is filed with the U.S. Department of Labor under EIN 630315905.
Who sponsors the Southern Foodservice Management, Inc. 401(k) Plan?
Southern Foodservice Management, Inc. 401(k) Plan is sponsored by Southern Foodservice Management, Inc., located in Alabama. The sponsor's EIN is 630315905 and the plan operates in the Food Services & Accommodation industry.
How did Southern Foodservice Management, Inc. 401(k) Plan perform in 2023?
Southern Foodservice Management, Inc. 401(k) Plan grew by 21.6% during 2023, moving from $4M to $5M in total assets. Net income was $941K.
Where can I find official filings for Southern Foodservice Management, Inc. 401(k) Plan?
Official Form 5500 filings for Southern Foodservice Management, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630315905 or plan name at efast.dol.gov.
How does Southern Foodservice Management, Inc. 401(k) Plan compare to other plans?
You can compare Southern Foodservice Management, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) โ€” original filing retrieval by EIN 630315905.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.