2023 Form 5500 filing — Tombigbee Electric Power Association 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 20240927104337NAL0004297474001) for Tombigbee Electric Power Association 401(K) Plan, reported by Tombigbee Electric Power Association under EIN 64-0254740 and plan number 002. It reports 232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.7MReported net assets$5,674,449
Participants232
Provider compensation$9321 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240927104337NAL0004297474001
Plan sponsor
Tombigbee Electric Power Association
EIN
64-0254740
Plan number
002
Location
Tupelo, MS
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities
Money in vs. money out
Total income / additions$934.5K
Total expenses$988.5K
Benefits paid / distributions$968.3K
Contributions
EmployerNot reported
Participant$275.8K
Full reported line items
Total assets (EOY)
$5,674,449
Net assets (EOY)
$5,674,449
Participant contributions
$275,764
Total income / additions
$934,505
Benefits paid
$968,340
Administrative expenses
$20,139
Total expenses
$988,479
Net increase / (decrease)
-$53,974
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISORY · Direct $0 · Indirect $932

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240927104337NAL0004297474001 cover?
It is the 2023 Form 5500 filing for Tombigbee Electric Power Association 401(K) Plan, reported by Tombigbee Electric Power Association (EIN 64-0254740).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages