2023 Form 5500 filing — Tower Loan Of Mississippi, LLC Profit Sharing Plan For Managers

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 20241015191615NAL0051042048001) for Tower Loan Of Mississippi, LLC Profit Sharing Plan For Managers, reported by Tower Loan Of Mississippi, LLC under EIN 45-5079659 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.6MReported net assets$2,604,967
Participants266
Provider compensation$17.2K2 Schedule C row(s)$17,217
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015191615NAL0051042048001
Plan sponsor
Tower Loan Of Mississippi, LLC
EIN
45-5079659
Plan number
002
Location
Flowood, MS
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$438.1K
Total expenses$470.7K
Benefits paid / distributions$452.3K
Full reported line items
Total assets (EOY)
$2,604,967
Total liabilities (EOY)
$0
Net assets (EOY)
$2,604,967
Total income / additions
$438,102
Benefits paid
$452,299
Administrative expenses
$18,434
Total expenses
$470,733
Net increase / (decrease)
-$32,631

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Oneamerica Retirement ServicesNONE$17,217not reported in the loaded dataset
Matrix Trust CompanyNONE$0$0

Related Form 5500 pages