2023 Form 5500 filing — Lemoyne Owen College Tax Deferred Annuity 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 20250303091809NAL0003259427001) for Lemoyne Owen College Tax Deferred Annuity Plan, reported by Lemoyne Owen College under EIN 62-0475690 and plan number 003. It reports 33 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)$373.4KReported net assets$373,439
Participants33
Provider compensation$1811 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250303091809NAL0003259427001
- Plan sponsor
- Lemoyne Owen College
- EIN
- 62-0475690
- Plan number
- 003
- Location
- Memphis, TN
- Received date
- not reported in the loaded dataset
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)$376.2K total assets
Net assets$373.4KLiabilities$2.8K
Full reported line items
- Total assets (EOY)
- $376,189
- Total liabilities (EOY)
- $2,750
- Net assets (EOY)
- $373,439
- Employer contributions
- $0
- Participant contributions
- $2,248
- Total income / additions
- $39,658
- Benefits paid
- $50,565
- Administrative expenses
- $93
- Total expenses
- $50,658
- Net increase / (decrease)
- -$11,000
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Company | RECORDKEEPER | $0 | $181 |