2023 Form 5500 filing — Tom Mcleod Software Corp. 401(K) Profit Sharing 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 20241015194601NAL0017134659001) for Tom Mcleod Software Corp. 401(K) Profit Sharing Plan, reported by Tom Mcleod Software Corp. under EIN 63-0996699 and plan number 001. It reports 761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194601NAL0017134659001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tom Mcleod Software Corp.
- EIN
- 63-0996699
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,470,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,470,325
- Employer contributions
- $1,491,708
- Participant contributions
- $4,606,524
- Total income / additions
- $18,915,923
- Benefits paid
- $2,926,015
- Administrative expenses
- $138,915
- Total expenses
- $3,064,868
- Net increase / (decrease)
- $15,851,055
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $63,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $63,415 | $0 |
| The Highlands Accounting Group | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset |