South College Of Tennessee 401(K) Retirement Plan — Form 5500 plan (South College Of Tennessee Dba South College)
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, South College Of Tennessee 401(K) Retirement Plan is a benefit plan reported by South College Of Tennessee Dba South College under EIN 62-1378783 and plan number 001. The latest loaded filing year is 2023. The filing reports 896 participants and $26,481,686 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South College Of Tennessee Dba South College
- EIN
- 62-1378783
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 896
- End-of-year plan assets
- $26,481,686
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 896 | H, C | 20241008131516NAL0028688032001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,481,686
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,481,686
- Net assets (BOY)
- $19,897,479
Income & contributions
- Employer contributions
- $1,277,707
- Participant contributions
- $4,415,799
- Total contributions
- $5,811,864
- Total income / additions
- $9,578,488
Expenses & distributions
- Benefits paid
- $2,878,704
- Administrative expenses
- $115,577
- Total expenses
- $2,994,281
- Net increase / (decrease)
- $6,584,207
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $70,055 | $0 | 2023 |
| Tennessee Pension Administrators | CONTRACT ADMIN | $24,687 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGR | $10,835 | not reported in the loaded dataset | 2023 |
| Raymond James | INVESTMENT ADVISOR | $10,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for South College Of Tennessee Dba South College
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Empower Annuity Insurance Company — Schedule C compensation
- Tennessee Pension Administrators — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Raymond James — Schedule C compensation