Southern Financial Exchange

Alabama
Registered In
Not Available
Incorp. Date
Foreign
Registration Type
Louisiana
Foreign Jurisdiction

Company Summary

Southern Financial Exchange at 225 Baronne St, New Orleans, La lists Howard, Alex T Jr as the registered agent.

Registered In
Alabama
Incorporation Date
Not Available
Registration Type
Foreign
Foreign Jurisdiction
Louisiana
Company Type
Foreign Non-Profit Corporation
Status
Exists
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Howard, Alex T Jr Registered Agent
MERCHANTS NATIONAL BK BLDG MOBILE, AL (View Past Addresses)
225 BARONNE ST, NEW ORLEANS, LA View Map
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Financial Information for Southern Financial Exchange

Form 5500

SOUTHERN FINANCIAL EXCHANGE

1340 Poydras Street Suite 2010, New Orleans, La 70112 (504) 525-6779 EIN:72-0797058 Plan Admin:Plan Sponsor
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameSOUTHERN FINANCIAL EXCHANGE 401(K) PLAN Plan #001 Participants BOY/EOY5 / 8 Assets BOY/EOY$661,403 / $847,315 2023 SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN - Plan #001 5 / 8 $661,403 / $847,315
2022 Plan NameSOUTHERN FINANCIAL EXCHANGE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 5 Assets BOY/EOY$654,932 / $661,403 2022 SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN - Plan #001 6 / 5 $654,932 / $661,403
2021 Plan NameSOUTHERN FINANCIAL EXCHANGE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$844,737 / $654,932 2021 SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN - Plan #001 6 / 6 $844,737 / $654,932
2020 Plan NameSOUTHERN FINANCIAL EXCHANGE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$690,396 / $844,737 2020 SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN - Plan #001 6 / 6 $690,396 / $844,737
2019 Plan NameSOUTHERN FINANCIAL EXCHANGE 401(K) PLAN Plan #001 Participants BOY/EOY6 / 6 Assets BOY/EOY$501,621 / $690,396 2019 SOUTHERN FINANCIAL EXCHANGE 401(K) PLAN - Plan #001 6 / 6 $501,621 / $690,396
Benefit & Retirement Plans based on Form 5500.
Form 990

SOUTHERN FINANCIAL EXCHANGE

1340 Poydras St, New Orleans, La 70112-1221 EIN:72-0797058 Deductibility:Contributions are not deductible Classification:Business League
Year # of Emps Contributions Revenue Expenses Assets EOY Liabilities
2022 # of Emps8 Contributions$761,503 Revenue$1,479,798 Expenses$1,538,777 Assets EOY$2,564,260 Liabilities$1,016,081 2022 8 $761,503 $1,479,798 $1,538,777 $2,564,260 $1,016,081
2021 # of Emps7 Contributions$724,315 Revenue$1,354,861 Expenses$1,209,504 Assets EOY$2,453,548 Liabilities$846,390 2021 7 $724,315 $1,354,861 $1,209,504 $2,453,548 $846,390
2020 # of Emps7 Contributions$666,925 Revenue$1,148,072 Expenses$1,093,431 Assets EOY$2,268,510 Liabilities$794,011 2020 7 $666,925 $1,148,072 $1,093,431 $2,268,510 $794,011
2019 # of Emps6 Contributions$663,406 Revenue$1,189,961 Expenses$1,198,242 Assets EOY$2,185,350 Liabilities$768,132 2019 6 $663,406 $1,189,961 $1,198,242 $2,185,350 $768,132
2018 # of Emps6 Contributions$647,093 Revenue$1,144,669 Expenses$1,046,257 Assets EOY$2,169,905 Liabilities$753,912 2018 6 $647,093 $1,144,669 $1,046,257 $2,169,905 $753,912
Tax Returns based on Form 990 & 990N.
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The following government agencies have contributed data:

Alabama Secretary of State U.S. Department of Labor Internal Revenue Service
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