2023 Form 5500 filing — South College Of Tennessee 401(K) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008131516NAL0028688032001) for South College Of Tennessee 401(K) Retirement Plan, reported by South College Of Tennessee Dba South College under EIN 62-1378783 and plan number 001. It reports 896 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131516NAL0028688032001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South College Of Tennessee Dba South College
- EIN
- 62-1378783
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 896
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,481,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,481,686
- Employer contributions
- $1,277,707
- Participant contributions
- $4,415,799
- Total income / additions
- $9,578,488
- Benefits paid
- $2,878,704
- Administrative expenses
- $115,577
- Total expenses
- $2,994,281
- Net increase / (decrease)
- $6,584,207
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $70,055 | $0 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $24,687 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGR | $10,835 | not reported in the loaded dataset |
| Raymond James | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset |