Tower Loan Of Mississippi, Inc. Employee Benefit Plan — Form 5500 plan (Tower Loan Of Mississippi, LLC)

Plain-English plan 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, Tower Loan Of Mississippi, Inc. Employee Benefit Plan is a benefit plan reported by Tower Loan Of Mississippi, LLC under EIN 45-5079659 and plan number 501. The latest loaded filing year is 2023. The filing reports 432 participants and $338,853 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$338.9KPlan net assets, end of year$338,853
Participants432Covered participants reported
Assets / participant$784Computed: assets ÷ participants$784 (computed)
Provider compensation$271.2K2 Schedule C provider row(s)$271,204
Plan sponsor
Tower Loan Of Mississippi, LLC
EIN
45-5079659
Plan number
501
Plan type
2
Location
Flowood, MS
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20241015165450NAL0016918531004
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$338.9K total assets
Net assets$338.9KLiabilities
Money in vs. money out
Total income / additions$3.9M
Total expenses$4M
Benefits paid / distributions$3.7M
Contributions
Employer$2.4M
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$338,853
Net assets (EOY)
$338,853
Net assets (BOY)
$441,649

Income & contributions

Employer contributions
$2,391,679
Participant contributions
$1,522,937
Total contributions
$3,914,616
Total income / additions
$3,914,616

Expenses & distributions

Benefits paid
$3,745,082
Administrative expenses
$272,330
Total expenses
$4,017,412
Net increase / (decrease)
-$102,796
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets1186%Computed ratio
Benefits paid ÷ total income96%Computed ratio
Provider comp. ÷ net assets80%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Umr, Inc.CLAIMS PROCESSING$249,827$4,7872023
Ross & Yerger Insurance, IncBROKER$16,590not reported in the loaded dataset2023

Related Form 5500 pages