2023 Form 5500 filing — Lemoyne Owen College Tax Deferred Annuity 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 20250303091809NAL0003259427001) for Lemoyne Owen College Tax Deferred Annuity Plan, reported by Lemoyne Owen College under EIN 62-0475690 and plan number 003. It reports 33 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250303091809NAL0003259427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lemoyne Owen College
- EIN
- 62-0475690
- Plan number
- 003
- Location
- Memphis, TN
- Participants
- 33
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $376,189
- Total liabilities (EOY)
- $2,750
- Net assets (EOY)
- $373,439
- Employer contributions
- $0
- Participant contributions
- $2,248
- Total income / additions
- $39,658
- Benefits paid
- $50,565
- Administrative expenses
- $93
- Total expenses
- $50,658
- Net increase / (decrease)
- -$11,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Equitable Life Insurance Company | RECORDKEEPER | $0 | $181 |