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  1. Companies/
  2. Southern Enterprises, LLC
  • Retirement analytics
  • Plan summaries
  • Retirement plans

Filings through Oct 24, 2026.

Southern Enterprises, LLC

EIN 01-0561752-Transportation and Warehousing-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Health & Benefits
0
Participants
18
14094 US HIGHWAY 84 WEST - NEWTON, AL 36352334-702-1753
Plans on this EIN
2 filings
#001401(k)-$755K - 12 part#002Cash balance-$688K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 18 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#001)$755K
  • CASH BALANCE PLAN (#002)$688K
Total $1.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)12
  • CASH BALANCE PLAN (#002)6
Total 18Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

SOUTHERN ENTERPRISES, LLC PROFIT SHARING PLAN

401(k)

Assets$755K
Participants12
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN

Cash balance

Assets$688K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SOUTHERN ENTERPRISES, LLC PROFIT SHARING PLAN401(k)$755K122025
#002SOUTHERN ENTERPRISES, LLC CASH BALANCE PLANCash balance$688K62025
  • SOUTHERN ENTERPRISES, LLC PROFIT SHARING PLAN$755K
    #001 · 401(k) · 202512
  • SOUTHERN ENTERPRISES, LLC CASH BALANCE PLAN$688K
    #002 · Cash balance · 20256
Retirement plans

On this page

  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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