2023 Form 5500 filing — Smc 401(K)

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 20240906100740NAL0000601699001) for Smc 401(K), reported by Isouthern Medical Holding Corporation under EIN 75-2695809 and plan number 001. It reports 187 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$19.1MReported net assets$19,093,381
Participants187
Provider compensationNone reported3 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240906100740NAL0000601699001
Plan sponsor
Isouthern Medical Holding Corporation
EIN
75-2695809
Plan number
001
Location
Baton Rouge, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$19.1M total assets
Net assets$19.1MLiabilities$0
Money in vs. money out
Total income / additions$4.5M
Total expenses$1.1M
Benefits paid / distributions$1.2M
Contributions
Employer$276.7K
Participant$530.8K
Full reported line items
Total assets (EOY)
$19,093,381
Total liabilities (EOY)
$0
Net assets (EOY)
$19,093,381
Employer contributions
$276,720
Participant contributions
$530,772
Total income / additions
$4,453,420
Benefits paid
$1,151,519
Administrative expenses
-$5,106
Total expenses
$1,146,413
Net increase / (decrease)
$3,307,007
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ACCOUNTANT/AUDITOR · Direct $11K
  2. 2
    ADVISOR · Direct $7K
  3. 3
    RECORDKEEPER · Direct -$23.1K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240906100740NAL0000601699001 cover?
It is the 2023 Form 5500 filing for Smc 401(K), reported by Isouthern Medical Holding Corporation (EIN 75-2695809).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages