2023 Form 5500 filing — Defined Contribution Plan For Mid-South Transportation Management, Inc.
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 20241015140533NAL0056560594001) for Defined Contribution Plan For Mid-South Transportation Management, Inc., reported by Mid-South Transportation Management, Inc. under EIN 62-1164500 and plan number 002. It reports 571 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140533NAL0056560594001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-South Transportation Management, Inc.
- EIN
- 62-1164500
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 571
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,198,019
- Net assets (EOY)
- $16,198,019
- Employer contributions
- $1,702,785
- Participant contributions
- $1,923,999
- Total income / additions
- $5,742,067
- Benefits paid
- $1,959,230
- Administrative expenses
- $185,419
- Total expenses
- $2,420,747
- Net increase / (decrease)
- $3,321,320
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,012 | $0 |
| First Horizon Advisors, Inc. | INVESTMENT ADVISORY | $62,105 | not reported in the loaded dataset |
| Ellis Ward Consulting Group | CONTRACT ADMINISTRATOR | $10,796 | $6,152 |
| Banks Finley White | ACCOUNTANT | $8,199 | not reported in the loaded dataset |