Tom Mcleod Software Corp — 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, Tom Mcleod Software Corp (EIN 63-0996699) is a plan sponsor located in Birmingham, AL with 1 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
63-0996699
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$74,470,325
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$74,470,325

Contributions & income

Employer contributions
$1,491,708
Participant contributions
$4,606,524
Total income / additions
$18,915,923

Expenses & distributions

Benefits paid / distributions
$2,926,015
Total expenses
$3,064,868
Net increase / (decrease)
$15,851,055

Coverage

Total reported participants
1,412
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

Tom Mcleod Software Corp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tom Mcleod Software Corp. 401(K) Profit Sharing Plan001761$74,470,3252023
Tom Mcleod Software Corp Cafeteria Plan501651not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tom Mcleod Software Corp
YearPlanParticipantsSchedulesFiling
2023Tom Mcleod Software Corp Cafeteria Plan65120240324205943NAL0009884577001
2023Tom Mcleod Software Corp. 401(K) Profit Sharing Plan761H, C20241015194601NAL0017134659001

Related Form 5500 pages