2023 Form 5500 filing — Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Jessie Trice Community Health System, Inc.

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 20241015094211NAL0016076163001) for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Jessie Trice Community Health System, Inc., reported by Jessie Trice Community Health under EIN 59-1235617 and plan number 001. It reports 498 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)$16.4MReported net assets$16,397,661

Participants498

Provider compensation$9221 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015094211NAL0016076163001
Plan sponsor: Jessie Trice Community Health
EIN: 59-1235617
Plan number: 001
Location: Miami, FL
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)$16.4M total assets

Net assets$16.4MLiabilities$0

Money in vs. money out

Total income / additions$3.4M

Total expenses$1.7M

Benefits paid / distributions$1.7M

Contributions

Employer$404K

Participant$769.8K

Full reported line items

Total assets (EOY): $16,397,661
Total liabilities (EOY): $0
Net assets (EOY): $16,397,661
Employer contributions: $403,958
Participant contributions: $769,768
Total income / additions: $3,392,149
Benefits paid: $1,738,427
Administrative expenses: $923
Total expenses: $1,739,350
Net increase / (decrease): $1,652,799

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp$922
RECORD KEEPER · Direct $922 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015094211NAL0016076163001 cover?: It is the 2023 Form 5500 filing for Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Jessie Trice Community Health System, Inc., reported by Jessie Trice Community Health (EIN 59-1235617).
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).