Plan5500

Lemoyne Owen College Tax Deferred Annuity Plan — Form 5500 plan (Lemoyne Owen College)

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, Lemoyne Owen College Tax Deferred Annuity Plan is a benefit plan reported by Lemoyne Owen College under EIN 62-0475690 and plan number 003. The latest loaded filing year is 2023. The filing reports 33 participants and $376,189 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lemoyne Owen College
EIN
62-0475690
Plan number
003
Plan type
2
Location
Memphis, TN
Latest filing year
2023
Participants
33
End-of-year plan assets
$376,189

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202333H, C20250303091809NAL0003259427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$376,189
Total liabilities (EOY)
$2,750
Net assets (EOY)
$373,439
Net assets (BOY)
$384,439

Income & contributions

Employer contributions
$0
Participant contributions
$2,248
Total contributions
$2,248
Total income / additions
$39,658

Expenses & distributions

Benefits paid
$50,565
Administrative expenses
$93
Total expenses
$50,658
Net increase / (decrease)
-$11,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Life Insurance CompanyRECORDKEEPER$0$1812023

Related Form 5500 pages