Ms Tc LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ms Tc 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, Ms Tc LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ms Tc LLC under EIN 46-5704074 and plan number 001. The latest loaded filing year is 2023. The filing reports 246 participants and $2,509,619 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ms Tc LLC
- EIN
- 46-5704074
- Plan number
- 001
- Plan type
- 2
- Location
- Ridgeland, MS
- Latest filing year
- 2023
- Participants
- 246
- End-of-year plan assets
- $2,509,619
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 246 | H, C | 20241012071016NAL0013219091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,509,619
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,509,619
- Net assets (BOY)
- $1,629,263
Income & contributions
- Employer contributions
- $286,224
- Participant contributions
- $528,042
- Total contributions
- $1,083,155
- Total income / additions
- $1,398,504
Expenses & distributions
- Benefits paid
- $469,349
- Administrative expenses
- $48,799
- Total expenses
- $518,148
- Net increase / (decrease)
- $880,356
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Erisa Services Of Alabama | CONTRACT ADMIN | $20,911 | $1,010 | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $15,215 | $0 | 2023 |
| Ballew Advisors Inc | INVESTMENT ADVISOR | $10,885 | not reported in the loaded dataset | 2023 |
| Merrill Lynch Pierce Fenner & Smith | OTHER | $1,944 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $1,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ms Tc LLC
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Ridgeland, MS
- Erisa Services Of Alabama — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Ballew Advisors Inc — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation