Plan Ledger DOL Form 5500 · updated monthly

Great Southern Capital CorporationESOP

GREAT SOUTHERN CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · MERIDIAN, MS · plan year 2022

Reported admin expense ratio · 2022
0.05%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Great Southern Capital Corporation reported $3,437 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,476 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Mississippi (222nd of 367), and 2,108th of 3,341 in other services.

Plan summary
Net assets, end of year$6,290,010
Participants with balances106
Active participants105
Employer contributions$260,000
Employee contributions—
Employer contribution per active participant$2,476
Average account balance$59,340
Benefits paid to participants$1,249,555
Plan auditUnmodified (clean) audit opinion
AuditorREA, SHAW, GIFFIN & STUART, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 87 accts · $200K emplr
2023$5.8M · 105 accts · $260K emplr
2022$6.3M · 106 accts · $260K emplr
Employer contributions to the Great Southern Capital Corporation plan · 2022
Employer contribution per active participant$2,476
Median for plans this size$1,114
2024$2,299 per active participant
2023$2,430 per active participant
2022$2,476 per active participant

Great Southern Capital Corporation's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,700 · 0.06%
2023$5,950 · 0.10%
2022$3,437 · 0.05%
All plans at this employer2
GREAT SOUTHERN CAPITAL CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
GREAT SOUTHERN CAPITAL CORPORATION SALARY REDUCTION PLAN401(k)
Similar plansOther Services · Mississippi
Navigator Credit Union MS$7.6M · 0.02%
The Baddour Center, Inc. MS$1.7M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640604860 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.