Southwest Tennessee Emc 401k Plan — Form 5500 plan (Southwest Tennessee Emc)
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, Southwest Tennessee Emc 401k Plan is a benefit plan reported by Southwest Tennessee Emc under EIN 62-0366645 and plan number 002. The latest loaded filing year is 2023. The filing reports 187 participants and $11,741,341 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southwest Tennessee Emc
- EIN
- 62-0366645
- Plan number
- 002
- Plan type
- 2
- Location
- Brownsville, TN
- Latest filing year
- 2023
- Participants
- 187
- End-of-year plan assets
- $11,741,341
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 187 | H, C | 20250522133754NAL0002690801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,741,341
- Net assets (EOY)
- $11,741,341
- Net assets (BOY)
- $9,218,528
Income & contributions
- Employer contributions
- $733,074
- Participant contributions
- $647,499
- Total contributions
- $1,489,004
- Total income / additions
- $3,195,774
Expenses & distributions
- Benefits paid
- $617,368
- Administrative expenses
- $55,593
- Total expenses
- $672,961
- Net increase / (decrease)
- $2,522,813
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alexander, Thompson, Arnold Pllc | SERVICE PROVIDER | $5,195 | not reported in the loaded dataset | 2023 |