Tidwell Group, LLC 401(K) Plan — Form 5500 plan (Tidwell Group, LLC)
Plain-English plan 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, Tidwell Group, LLC 401(K) Plan is a benefit plan reported by Tidwell Group, LLC under EIN 27-1490692 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $11,638,987 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tidwell Group, LLC
- EIN
- 27-1490692
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $11,638,987
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241014120457NAL0013247667001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,638,987
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,638,987
- Net assets (BOY)
- $8,293,054
Income & contributions
- Employer contributions
- $691,512
- Participant contributions
- $1,375,561
- Total contributions
- $2,140,717
- Total income / additions
- $3,798,492
Expenses & distributions
- Benefits paid
- $406,011
- Administrative expenses
- $46,548
- Total expenses
- $452,559
- Net increase / (decrease)
- $3,345,933
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith I | INVESTMENT ADVISOR | $26,986 | not reported in the loaded dataset | 2023 |
| Azalea Administration LLC | CONTRACT ADMIN | $2,873 | $4,361 | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $1,048 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tidwell Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Merrill Lynch Pierce Fenner Smith I — Schedule C compensation
- Azalea Administration LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation