How big is Memphis Capital Group, LLC's plan?

Memphis Capital Group, LLC's plan reported $899K in assets and 33 participants for 2024.

Original filing (PDF)20250519144117NAL0000723169001

Memphis Capital Group, LLC

Name: Memphis Capital Group, LLC — Form 5500 (2024)
Creator: Memphis Capital Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Memphis Capital Group, LLC held $899K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$899K

Net assets (EOY)

$899K

People on this filing

Denise OMAR signed Memphis Capital Group, LLC's 2024 Form 5500 as plan administrator.

Denise OMAR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Memphis Capital Group, LLC's EIN is 20-1705878.

EIN 20-1705878

Plan number 001

Plan year 2024

ACK ID 20250519144117NAL0000723169001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Memphis Capital Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Memphis Capital Group, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEMPHIS CAPITAL GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MEMPHIS CAPITAL GROUP, LLC

EIN

all filings

Address

6410 POPLAR AVE, SUITE 500 · MEMPHIS, TN · 38119

Phone

(901) 261-5900

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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