Tennessee Valley Media, Inc. Section 401(K) Plan & Trust — Form 5500 plan (Tennessee Valley Media, Inc.)
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, Tennessee Valley Media, Inc. Section 401(K) Plan & Trust is a benefit plan reported by Tennessee Valley Media, Inc. under EIN 63-0207740 and plan number 003. The latest loaded filing year is 2023. The filing reports 188 participants and $11,585,329 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Valley Media, Inc.
- EIN
- 63-0207740
- Plan number
- 003
- Plan type
- 2
- Location
- Decatur, AL
- Latest filing year
- 2023
- Participants
- 188
- End-of-year plan assets
- $11,585,329
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 188 | H, C | 20241015134301NAL0049678320001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,585,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,585,329
- Net assets (BOY)
- $10,112,419
Income & contributions
- Employer contributions
- $125,327
- Participant contributions
- $276,168
- Total contributions
- $401,495
- Total income / additions
- $2,438,209
Expenses & distributions
- Benefits paid
- $930,734
- Administrative expenses
- $30,566
- Total expenses
- $965,299
- Net increase / (decrease)
- $1,472,910
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | ADVISOR | $21,641 | not reported in the loaded dataset | 2023 |
| Talley Mauldin & Peete, Pc | AUDITOR | $8,925 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Valley Media, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Decatur, AL
- Stifel Nicolaus & Co Inc — Schedule C compensation
- Talley Mauldin & Peete, Pc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation