Plan Snapshot
- Plan Sponsor: Southwest Georgia Oil Company, INC.
- Sponsor EIN: 580976116
- Sponsor Address: 1711 E. SHOTWELL STREET, BAINBRIDGE, GA, 398194349
- Plan Type: 401(k)
- Total Participants: 481
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 481 | $9.8M | $492,621 | $713,762 |
| 2023 | 413 | $8.1M | $420,791 | $657,357 |
| 2022 | 401 | $6.7M | $407,812 | $581,360 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THOMAS HOWELL FERGUSON P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THOMAS HOWELL FERGUSON P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $56,723 | $53,173 | $3,550 | — | — |
| 2023 | $38,109 | $34,559 | $3,550 | — | — |
| 2022 | $25,090 | $21,715 | $3,375 | — | — |