Other
2024 plan-year Other DOL Form 5500

Great Southern Capital Corporation Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Great Southern Capital Corporation · Mississippi · Finance & Insurance

What the 2023 filing shows

Great Southern Capital Corporation Employee Stock Ownership Plan holds $3M for 109 participants — about $25,627 per participant, down 52.2% over the 2024 plan year.

$3M
total plan assets (2024 EOY)
109
covered participants
$25,627
avg assets per participant
-52.2%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
109
State
Industry
Finance & Insurance

What the Filing Says About Great Southern Capital Corporation Employee Stock Ownership Plan

Great Southern Capital Corporation Employee Stock Ownership Plan is a Other retirement plan sponsored by Great Southern Capital Corporation, headquartered in Mississippi. As of the 2024 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 109 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 640604860, and the plan has been effective since 1976-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2024 to $3M at year-end — a decline of 52.2%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-3,048,705 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-3,048,705
Plan TypeOther
Employer EIN640604860
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Great Southern Capital Corporation)

Year Plans Participants Total Assets
2022 2 252 $12M
2023 2 240 $12M
2024 2 237 $8M

Nearby Other Plans in Mississippi

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Great Southern Capital Corporation Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Great Southern Capital Corporation Employee Stock Ownership Plan holds $3M in total assets with 109 participants. It is sponsored by Great Southern Capital Corporation.
What type of plan is Great Southern Capital Corporation Employee Stock Ownership Plan?
Great Southern Capital Corporation Employee Stock Ownership Plan is a Other plan. It has been effective since 1976-01-01. The plan is filed with the U.S. Department of Labor under EIN 640604860.
Who sponsors the Great Southern Capital Corporation Employee Stock Ownership Plan?
Great Southern Capital Corporation Employee Stock Ownership Plan is sponsored by Great Southern Capital Corporation, located in Mississippi. The sponsor's EIN is 640604860 and the plan operates in the Finance & Insurance industry.
How did Great Southern Capital Corporation Employee Stock Ownership Plan perform in 2024?
Great Southern Capital Corporation Employee Stock Ownership Plan declined by 52.2% during 2024, moving from $6M to $3M in total assets. Net income was $-3,048,705.
Where can I find official filings for Great Southern Capital Corporation Employee Stock Ownership Plan?
Official Form 5500 filings for Great Southern Capital Corporation Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 640604860 or plan name at efast.dol.gov.
How does Great Southern Capital Corporation Employee Stock Ownership Plan compare to other plans?
You can compare Great Southern Capital Corporation Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Mississippi on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 640604860.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.