2023 Form 5500 filing — Legal Aid Society Of Middle Tennessee And The Cumberlands 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617125223NAL0001956128001) for Legal Aid Society Of Middle Tennessee And The Cumberlands 401(K) Plan, reported by Legal Aid Society under EIN 62-0800756 and plan number 002. It reports 91 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.5MReported net assets$7,537,652
Participants91
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240617125223NAL0001956128001
Plan sponsor
Legal Aid Society
EIN
62-0800756
Plan number
002
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$7.5M total assets
Net assets$7.5MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$562.9K
Benefits paid / distributions$554K
Contributions
Employer$150K
Participant$456.2K
Full reported line items
Total assets (EOY)
$7,537,652
Total liabilities (EOY)
$0
Net assets (EOY)
$7,537,652
Employer contributions
$149,993
Participant contributions
$456,162
Total income / additions
$1,854,346
Benefits paid
$553,994
Administrative expenses
$8,201
Total expenses
$562,941
Net increase / (decrease)
$1,291,405

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617125223NAL0001956128001 cover?
It is the 2023 Form 5500 filing for Legal Aid Society Of Middle Tennessee And The Cumberlands 401(K) Plan, reported by Legal Aid Society (EIN 62-0800756).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages