Tom Mcleod Software Corp. 401(K) Profit Sharing Plan — Form 5500 plan (Tom Mcleod Software Corp.)
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, Tom Mcleod Software Corp. 401(K) Profit Sharing Plan is a benefit plan reported by Tom Mcleod Software Corp. under EIN 63-0996699 and plan number 001. The latest loaded filing year is 2023. The filing reports 761 participants and $74,470,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tom Mcleod Software Corp.
- EIN
- 63-0996699
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
- Participants
- 761
- End-of-year plan assets
- $74,470,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 761 | H, C | 20241015194601NAL0017134659001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,470,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $74,470,325
- Net assets (BOY)
- $58,619,270
Income & contributions
- Employer contributions
- $1,491,708
- Participant contributions
- $4,606,524
- Total contributions
- $7,337,690
- Total income / additions
- $18,915,923
Expenses & distributions
- Benefits paid
- $2,926,015
- Administrative expenses
- $138,915
- Total expenses
- $3,064,868
- Net increase / (decrease)
- $15,851,055
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $63,500 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $63,415 | $0 | 2023 |
| The Highlands Accounting Group | ACCOUNTANT/AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tom Mcleod Software Corp.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Commonwealth Financial Network — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- The Highlands Accounting Group — Schedule C compensation