Specialty Management Services Of Ouachita, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Specialty Management Services Of Ouachita, LLC (EIN 72-1509232) is a plan sponsor located in Monroe, LA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
72-1509232
Location
Monroe, LA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$15,047,089
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$15,047,089

Contributions & income

Employer contributions
$505,181
Participant contributions
$951,717
Total income / additions
$3,549,102

Expenses & distributions

Benefits paid / distributions
$1,114,720
Total expenses
$1,179,281
Net increase / (decrease)
$2,369,821

Coverage

Total reported participants
343
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Specialty Management Services Of Ouachita, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Specialty Management Services Of Ouachita, LLC 401(K) Plan001217$15,047,0892023
Specialty Management Services Of Ouachita, LLC501126not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Specialty Management Services Of Ouachita, LLC
YearPlanParticipantsSchedulesFiling
2023Specialty Management Services Of Ouachita, LLC12620240715145923NAL0003799858001
2023Specialty Management Services Of Ouachita, LLC 401(K) Plan217H, C20240924141023NAL0007495923001

Related Form 5500 pages