2023 Form 5500 filing — Tennessee Valley Media, Inc. Section 401(K) Plan & Trust
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 20241015134301NAL0049678320001) for Tennessee Valley Media, Inc. Section 401(K) Plan & Trust, reported by Tennessee Valley Media, Inc. under EIN 63-0207740 and plan number 003. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134301NAL0049678320001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tennessee Valley Media, Inc.
- EIN
- 63-0207740
- Plan number
- 003
- Location
- Decatur, AL
- Participants
- 188
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,585,329
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,585,329
- Employer contributions
- $125,327
- Participant contributions
- $276,168
- Total income / additions
- $2,438,209
- Benefits paid
- $930,734
- Administrative expenses
- $30,566
- Total expenses
- $965,299
- Net increase / (decrease)
- $1,472,910
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel Nicolaus & Co Inc | ADVISOR | $21,641 | not reported in the loaded dataset |
| Talley Mauldin & Peete, Pc | AUDITOR | $8,925 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |