Lemoyne Owen College Defined Contribution Retirement 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 Defined Contribution Retirement Plan is a benefit plan reported by Lemoyne Owen College under EIN 62-0475690 and plan number 004. The latest loaded filing year is 2023. The filing reports 254 participants and $9,968,588 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$10MPlan net assets, end of year$9,968,588
Participants254Covered participants reported
Assets / participant$39.2KComputed: assets ÷ participants$39,246 (computed)
Provider compensationNone reported
Plan sponsor
Lemoyne Owen College
EIN
62-0475690
Plan number
004
Plan type
2
Location
Memphis, TN
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023254H20250303092052NAL0005360881001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$10M total assets
Net assets$10MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$980K
Benefits paid / distributions$980K
Contributions
Employer$134.9K
Participant$232.2K
Full reported line items

Net assets

Total assets (EOY)
$9,968,588
Total liabilities (EOY)
$0
Net assets (EOY)
$9,968,588
Net assets (BOY)
$9,332,939

Income & contributions

Employer contributions
$134,916
Participant contributions
$232,165
Total contributions
$367,081
Total income / additions
$1,615,663

Expenses & distributions

Benefits paid
$980,014
Administrative expenses
$0
Total expenses
$980,014
Net increase / (decrease)
$635,649
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income61%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages