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SOUTHERN PUBLIC SERVICE 401K PLAN 401k Plan overview

Plan NameSOUTHERN PUBLIC SERVICE 401K PLAN
Plan identification number 001

SOUTHERN PUBLIC SERVICE 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTHERN PUBLIC SERVICE has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN PUBLIC SERVICE
Employer identification number (EIN):550349555
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN PUBLIC SERVICE 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01COREY MARTIN2024-07-16
0012022-01-01TAMI DELANEY2023-05-02
0012021-01-01TAMI DELANEY2022-07-14
0012020-01-01
0012019-01-01TIMOTHY WILCOX2020-06-02
0012018-01-01TIMOTHY WILCOX2019-07-10
0012017-01-01TIMOTHY WILCOX2018-06-21
0012016-01-01TIMOTHY WILCOX2017-08-21
0012015-01-01
0012014-01-01
0012014-01-01TIMOTHY K. WILCOX2015-10-14
0012013-01-01TIMOTHY K. WILCOX2014-09-17
0012012-01-01TIMOTHY K. WILCOX
0012011-01-01TIMOTHY K. WILCOX2012-10-15
0012010-01-01TIMOTHY K. WILCOX
0012009-01-01TIMOTHY K. WILCOX

Financial Data on SOUTHERN PUBLIC SERVICE 401K PLAN

Measure Date Value
2025 : SOUTHERN PUBLIC SERVICE 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-05-281805475
Net assets as of the end of the plan year2025-05-281218717
Total assets as of the beginning of the plan year2025-05-282799885
Value of plan covered by a fidelity bond2025-05-28500000
Other income to plan in this plan year2025-05-28224307
Plan net income in this plan year2025-05-28-1581168
Net assets as of the end of the plan year2025-05-281218717
Net assets as of the beginning of the plan year2025-05-282799885
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-28570
2024 : SOUTHERN PUBLIC SERVICE 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-1643032
Net assets as of the end of the plan year2024-07-162799885
Total assets as of the beginning of the plan year2024-07-162396181
Value of plan covered by a fidelity bond2024-07-16500000
Participant contributions to plan in this plan year2024-07-1647619
Other income to plan in this plan year2024-07-16328617
Plan net income in this plan year2024-07-16403704
Net assets as of the end of the plan year2024-07-162799885
Net assets as of the beginning of the plan year2024-07-162396181
Employer contributions to plan in this plan year2024-07-1670500
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-16225
2022 : SOUTHERN PUBLIC SERVICE 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-14137911
Net assets as of the end of the plan year2022-07-142718665
Total assets as of the beginning of the plan year2022-07-142501636
Value of plan covered by a fidelity bond2022-07-14500000
Participant contributions to plan in this plan year2022-07-1446146
Other income to plan in this plan year2022-07-14239785
Plan net income in this plan year2022-07-14217029
Net assets as of the end of the plan year2022-07-142718665
Net assets as of the beginning of the plan year2022-07-142501636
Employer contributions to plan in this plan year2022-07-1469009
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-14245
2012 : SOUTHERN PUBLIC SERVICE 401K PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,731
Total plan liabilities at beginning of year2012-12-31$1,725
Total income from all sources2012-12-31$295,336
Expenses. Total of all expenses incurred2012-12-31$65,417
Benefits paid (including direct rollovers)2012-12-31$65,417
Total plan assets at end of year2012-12-31$1,921,003
Total plan assets at beginning of year2012-12-31$1,691,078
Value of fidelity bond covering the plan2012-12-31$125,000
Total contributions received or receivable from participants2012-12-31$63,855
Other income received2012-12-31$146,466
Net income (gross income less expenses)2012-12-31$229,919
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,919,272
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,689,353
Total contributions received or receivable from employer(s)2012-12-31$85,015
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2010 : SOUTHERN PUBLIC SERVICE 401K PLAN 2010 401k financial data
Total income from all sources2010-12-31$286,806
Expenses. Total of all expenses incurred2010-12-31$118,202
Benefits paid (including direct rollovers)2010-12-31$118,202
Total plan assets at end of year2010-12-31$1,688,059
Total plan assets at beginning of year2010-12-31$1,519,455
Value of fidelity bond covering the plan2010-12-31$125,000
Total contributions received or receivable from participants2010-12-31$64,018
Other income received2010-12-31$126,101
Net income (gross income less expenses)2010-12-31$168,604
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,688,059
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,519,455
Total contributions received or receivable from employer(s)2010-12-31$96,687
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : SOUTHERN PUBLIC SERVICE 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN PUBLIC SERVICE 401K PLAN

2012: SOUTHERN PUBLIC SERVICE 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN PUBLIC SERVICE 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN PUBLIC SERVICE 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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