2023 Form 5500 filing — Multi-South Management Services, LLC 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 20241014140852NAL0026369345001) for Multi-South Management Services, LLC 401(K) Plan, reported by Multi-South Management Services, LLC under EIN 62-1872616 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140852NAL0026369345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Multi-South Management Services, LLC
- EIN
- 62-1872616
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,832,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,832,860
- Employer contributions
- $148,943
- Participant contributions
- $229,215
- Total income / additions
- $614,617
- Benefits paid
- $363,938
- Administrative expenses
- $18,054
- Total expenses
- $383,827
- Net increase / (decrease)
- $230,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,077 | $0 |
| Ares Retirement Plan Services | CONTRACT ADMIN | $4,711 | $4,139 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,895 | $0 |
| Global Retirement Partners LLC | INV ADVISOR | $3,798 | not reported in the loaded dataset |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |