Multi-South Management Services, LLC 401(K) Plan — Form 5500 plan (Multi-South Management Services, 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, Multi-South Management Services, LLC 401(K) Plan is a benefit plan reported by Multi-South Management Services, LLC under EIN 62-1872616 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $1,157,033 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Multi-South Management Services, LLC
- EIN
- 62-1872616
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $1,157,033
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241014140852NAL0026369345001 |
| 2023 | 221 | H, C | 20250211150545NAL0038403010001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,832,860
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,832,860
- Net assets (BOY)
- $1,602,070
Income & contributions
- Employer contributions
- $148,943
- Participant contributions
- $229,215
- Total contributions
- $378,158
- Total income / additions
- $614,617
Expenses & distributions
- Benefits paid
- $363,938
- Administrative expenses
- $18,054
- Total expenses
- $383,827
- Net increase / (decrease)
- $230,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $9,077 | $0 | 2023 |
| Ares Retirement Plan Services | CONTRACT ADMIN | $4,711 | $4,139 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $4,895 | $0 | 2023 |
| Global Retirement Partners LLC | INV ADVISOR | $3,798 | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Multi-South Management Services, LLC
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Principal Life Insurance Company — Schedule C compensation
- Ares Retirement Plan Services — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation