2023 Form 5500 filing — Semmes-Murphey Clinic Employees' Profit Sharing 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 20241003132635NAL0019704370001) for Semmes-Murphey Clinic Employees' Profit Sharing Plan, reported by Semmes-Murphey Clinic under EIN 62-0642575 and plan number 002. It reports 439 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003132635NAL0019704370001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Semmes-Murphey Clinic
- EIN
- 62-0642575
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 439
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,962,289
- Total liabilities (EOY)
- $74,042
- Net assets (EOY)
- $113,888,247
- Employer contributions
- $3,752,667
- Participant contributions
- $1,310,025
- Total income / additions
- $24,145,916
- Benefits paid
- $6,826,739
- Administrative expenses
- $178,211
- Total expenses
- $7,004,950
- Net increase / (decrease)
- $17,140,966
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | RECORDKEEPER | $91,230 | $0 |
| Gerber/Taylor & Associates | INVESTMENT ADVISORY | $60,982 | $0 |
| Burleigh Consulting Group | THIRD PARTY ADMINISTRATO | $26,000 | $0 |