How many benefit plans does Tidwell Group, LLC report on Form 5500?

Tidwell Group, LLC (EIN 27-1490692) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Tidwell Group, LLC?

The Employer Identification Number (EIN) reported for Tidwell Group, LLC is 27-1490692.

What is the latest Form 5500 filing year for Tidwell Group, LLC?

The latest loaded Form 5500 filing year for Tidwell Group, LLC is 2023.

Tidwell Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Tidwell Group, LLC (EIN 27-1490692) is a plan sponsor located in Birmingham, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 27-1490692
Location: Birmingham, AL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,638,987
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $11,638,987

Contributions & income

Employer contributions: $691,512
Participant contributions: $1,375,561
Total income / additions: $3,798,492

Expenses & distributions

Benefits paid / distributions: $406,011
Total expenses: $452,559
Net increase / (decrease): $3,345,933

Coverage

Total reported participants: 354
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Tidwell Group, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Tidwell Group, LLC 401(K) Plan	001	194	$11,638,987	2023
Tidwell Group, LLC Employee Benefits Plan	501	160	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tidwell Group, LLC
Year	Plan	Participants	Schedules	Filing
2023	Tidwell Group, LLC Employee Benefits Plan	160	—	20240718120020NAL0005481025001
2023	Tidwell Group, LLC 401(K) Plan	194	H, C	20241014120457NAL0013247667001