Defined Contribution Plan For Mid-South Transportation Management, Inc. — Form 5500 plan (Mid-South Transportation Management, Inc.)
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, Defined Contribution Plan For Mid-South Transportation Management, Inc. is a benefit plan reported by Mid-South Transportation Management, Inc. under EIN 62-1164500 and plan number 002. The latest loaded filing year is 2023. The filing reports 571 participants and $16,198,019 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-South Transportation Management, Inc.
- EIN
- 62-1164500
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 571
- End-of-year plan assets
- $16,198,019
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 571 | H, C | 20241015140533NAL0056560594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,198,019
- Net assets (EOY)
- $16,198,019
- Net assets (BOY)
- $12,876,699
Income & contributions
- Employer contributions
- $1,702,785
- Participant contributions
- $1,923,999
- Total contributions
- $3,626,784
- Total income / additions
- $5,742,067
Expenses & distributions
- Benefits paid
- $1,959,230
- Administrative expenses
- $185,419
- Total expenses
- $2,420,747
- Net increase / (decrease)
- $3,321,320
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $101,012 | $0 | 2023 |
| First Horizon Advisors, Inc. | INVESTMENT ADVISORY | $62,105 | not reported in the loaded dataset | 2023 |
| Ellis Ward Consulting Group | CONTRACT ADMINISTRATOR | $10,796 | $6,152 | 2023 |
| Banks Finley White | ACCOUNTANT | $8,199 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-South Transportation Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Principal Life Insurance Company — Schedule C compensation
- First Horizon Advisors, Inc. — Schedule C compensation
- Ellis Ward Consulting Group — Schedule C compensation
- Banks Finley White — Schedule C compensation