MSOUTH EQUITY PARTNERS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-07-30 | 181810 |
| Net assets as of the end of the plan year | 2025-07-30 | 8783838 |
| Total assets as of the beginning of the plan year | 2025-07-30 | 7369672 |
| Value of plan covered by a fidelity bond | 2025-07-30 | 500000 |
| Participant contributions to plan in this plan year | 2025-07-30 | 321595 |
| Other income to plan in this plan year | 2025-07-30 | 1128107 |
| Plan net income in this plan year | 2025-07-30 | 1414166 |
| Net assets as of the end of the plan year | 2025-07-30 | 8783838 |
| Net assets as of the beginning of the plan year | 2025-07-30 | 7369672 |
| Employer contributions to plan in this plan year | 2025-07-30 | 146274 |
| Fees paid to broker by Benefit Provider | 2025-07-30 | 20295 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-30 | 50 |
| 2024 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-18 | 7127 |
| Net assets as of the end of the plan year | 2024-07-18 | 7369672 |
| Total assets as of the beginning of the plan year | 2024-07-18 | 5763119 |
| Value of plan covered by a fidelity bond | 2024-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-18 | 332882 |
| Other income to plan in this plan year | 2024-07-18 | 1153618 |
| Plan net income in this plan year | 2024-07-18 | 1606553 |
| Net assets as of the end of the plan year | 2024-07-18 | 7369672 |
| Net assets as of the beginning of the plan year | 2024-07-18 | 5763119 |
| Employer contributions to plan in this plan year | 2024-07-18 | 127180 |
| Fees paid to broker by Benefit Provider | 2024-07-18 | 16307 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-18 | 100 |
| 2015 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $142,464 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $79,672 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $79,572 |
| Total plan assets at end of year | 2015-12-31 | $2,849,065 |
| Total plan assets at beginning of year | 2015-12-31 | $2,786,273 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $154,054 |
| Other income received | 2015-12-31 | $-43,782 |
| Net income (gross income less expenses) | 2015-12-31 | $62,792 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $2,849,065 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,786,273 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $32,192 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $100 |
| 2014 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $329,123 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $0 |
| Total plan assets at end of year | 2014-12-31 | $2,786,273 |
| Total plan assets at beginning of year | 2014-12-31 | $2,457,150 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $136,273 |
| Other income received | 2014-12-31 | $139,260 |
| Net income (gross income less expenses) | 2014-12-31 | $329,123 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,786,273 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,457,150 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $53,590 |
| 2013 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $538,459 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $0 |
| Total plan assets at end of year | 2013-12-31 | $2,457,150 |
| Total plan assets at beginning of year | 2013-12-31 | $1,918,691 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $124,074 |
| Other income received | 2013-12-31 | $397,721 |
| Net income (gross income less expenses) | 2013-12-31 | $538,459 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,457,150 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,918,691 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $16,664 |
| 2012 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $339,399 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $1,918,691 |
| Total plan assets at beginning of year | 2012-12-31 | $1,579,292 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $118,300 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $203,895 |
| Net income (gross income less expenses) | 2012-12-31 | $339,399 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,918,691 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,579,292 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $17,204 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| 2011 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $99,229 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $0 |
| Total plan assets at end of year | 2011-12-31 | $1,579,292 |
| Total plan assets at beginning of year | 2011-12-31 | $1,480,063 |
| Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $150,011 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-72,861 |
| Net income (gross income less expenses) | 2011-12-31 | $99,229 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,579,292 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,480,063 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $22,079 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $0 |
| 2010 : MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,141,636 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $1,480,063 |
| Total plan assets at beginning of year | 2010-12-31 | $338,427 |
| Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $115,912 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $842,380 |
| Other income received | 2010-12-31 | $183,344 |
| Net income (gross income less expenses) | 2010-12-31 | $1,141,636 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,480,063 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $338,427 |
| 2015: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MSOUTH EQUITY PARTNERS, LLC 401K PROFIT SHARING PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
