Great Southern Capital Corporation Salary Reduction Plan — Form 5500 plan (Great Southern Capital Corporation)

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, Great Southern Capital Corporation Salary Reduction Plan is a benefit plan reported by Great Southern Capital Corporation under EIN 64-0604860 and plan number 010. The latest loaded filing year is 2023. The filing reports 149 participants and $6,013,016 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Southern Capital Corporation
EIN
64-0604860
Plan number
010
Plan type
2
Location
Meridian, MS
Latest filing year
2023
Participants
149
End-of-year plan assets
$6,013,016

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H, C20241011155953NAL0011153347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,013,016
Net assets (EOY)
$6,013,016
Net assets (BOY)
$5,440,399

Income & contributions

Employer contributions
$191,415
Participant contributions
$290,601
Total contributions
$482,016
Total income / additions
$1,164,086

Expenses & distributions

Benefits paid
$574,485
Administrative expenses
$16,984
Total expenses
$591,469
Net increase / (decrease)
$572,617

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$16,984$02023

Related Form 5500 pages