2023 Form 5500 filing — Hattiesburg Clinic P. A. Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240828152524NAL0012315393001) for Hattiesburg Clinic P. A. Savings Plan, reported by Hattiesburg Clinic, P.A. under EIN 64-0507572 and plan number 002. It reports 2,555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828152524NAL0012315393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hattiesburg Clinic, P.A.
- EIN
- 64-0507572
- Plan number
- 002
- Location
- Hattiesburg, MS
- Participants
- 2,555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $358,917,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $358,917,608
- Employer contributions
- $7,690,857
- Participant contributions
- $13,052,055
- Total income / additions
- $81,030,631
- Benefits paid
- $27,736,653
- Administrative expenses
- $33,023
- Total expenses
- $27,809,222
- Net increase / (decrease)
- $53,221,409
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $104,284 | not reported in the loaded dataset |
| Global Retirement Partners, LLC | CONSULTANT | $50,000 | not reported in the loaded dataset |
| Maynard, Cooper & Gale | CONSULTANT | $35,712 | not reported in the loaded dataset |
| Mcwhorter Harvey, Pllc | CONSULTANT | $19,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$175,673 | $0 |