How big is Msouth Equity Partners, LLC's plan?

Msouth Equity Partners, LLC's plan reported $8.8M in assets and 19 participants for 2024.

Original filing (PDF)20250730153429NAL0004964241001

Msouth Equity Partners, LLC

Name: Msouth Equity Partners, LLC — Msouth Equity, Form 5500 (2024)
Creator: Msouth Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Msouth Equity Partners, LLC 401(k) Profit Sharing

401(k) retirement plan · Msouth Equity Partners, LLC's Msouth Equity Partners, LLC 401(k) Profit Sharing held $8.8M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Wanda Morgan signed Msouth Equity Partners, LLC's 2024 Form 5500 as plan administrator.

Wanda Morgan — 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

Msouth Equity Partners, LLC's EIN is 68-0645039.

EIN 68-0645039

Plan number 002

Plan year 2024

ACK ID 20250730153429NAL0004964241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Msouth Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Msouth Equity Partners, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MSOUTH EQUITY PARTNERS, 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