2023 Form 5500 filing — 401k Employee 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 20241015122632NAL0049377344001) for 401k Employee Retirement Plan, reported by Mid-Delta Health Systems, Inc. under EIN 64-0811249 and plan number 005. It reports 255 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015122632NAL0049377344001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-Delta Health Systems, Inc.
- EIN
- 64-0811249
- Plan number
- 005
- Location
- Belzoni, MS
- Participants
- 255
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,069,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,069,954
- Employer contributions
- $0
- Participant contributions
- $137,927
- Total income / additions
- $455,690
- Benefits paid
- $260,430
- Administrative expenses
- $46,160
- Total expenses
- $306,590
- Net increase / (decrease)
- $149,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $16,728 | not reported in the loaded dataset |
| Bankplus Wealth Management | ADVISOR | $14,622 | not reported in the loaded dataset |
| Williams Weiss Hester And Co | AUDITOR | $9,500 | not reported in the loaded dataset |