Tower Loan Of Mississippi, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Tower Loan Of Mississippi, 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, Tower Loan Of Mississippi, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Tower Loan Of Mississippi, LLC under EIN 45-5079659 and plan number 001. The latest loaded filing year is 2023. The filing reports 600 participants and $59,185,705 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tower Loan Of Mississippi, LLC
- EIN
- 45-5079659
- Plan number
- 001
- Plan type
- 2
- Location
- Flowood, MS
- Latest filing year
- 2023
- Participants
- 600
- End-of-year plan assets
- $59,185,705
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 600 | H, C | 20241015191453NAL0030731457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,185,705
- Total liabilities (EOY)
- $130,241
- Net assets (EOY)
- $59,055,464
- Net assets (BOY)
- $55,990,561
Income & contributions
- Employer contributions
- $612,266
- Participant contributions
- $1,754,706
- Total contributions
- $2,432,228
- Total income / additions
- $10,800,633
Expenses & distributions
- Benefits paid
- $7,587,900
- Administrative expenses
- $57,494
- Total expenses
- $7,735,730
- Net increase / (decrease)
- $3,064,903
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $43,613 | not reported in the loaded dataset | 2023 |
| Soundpath Investment Advisors LLC | NONE | $8,038 | not reported in the loaded dataset | 2023 |
| Ballew Wealth Management | NONE | $5,843 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tower Loan Of Mississippi, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Flowood, MS
- Oneamerica Retirement Services LLC — Schedule C compensation
- Soundpath Investment Advisors LLC — Schedule C compensation
- Ballew Wealth Management — Schedule C compensation
- Matrix Trust Company — Schedule C compensation