2023 Form 5500 filing — Mississippi Asthma & Allergy Clinic, P.A. 401(K) Profit Sharing Retirement 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 20240930084740NAL0002514211004) for Mississippi Asthma & Allergy Clinic, P.A. 401(K) Profit Sharing Retirement Plan, reported by Mississippi Asthma & Allergy under EIN 64-0793451 and plan number 001. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930084740NAL0002514211004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mississippi Asthma & Allergy
- EIN
- 64-0793451
- Plan number
- 001
- Location
- Jackson, MS
- Participants
- 49
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,481,288
- Total liabilities (EOY)
- $3,640
- Net assets (EOY)
- $12,477,648
- Employer contributions
- $348,281
- Participant contributions
- $308,287
- Total income / additions
- $2,401,558
- Benefits paid
- $382,598
- Administrative expenses
- $22,735
- Total expenses
- $408,973
- Net increase / (decrease)
- $1,992,585
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $17,167 | not reported in the loaded dataset |
| Capital Group | RECORDKEEPER | $5,637 | $0 |