2023 Form 5500 filing — Southeast Mississippi Rural Health Initiative, Inc. 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 20241115155623NAL0000614147001) for Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan, reported by Southeast Mississippi Rural Health Initiative, Inc. under EIN 64-0625076 and plan number 001. It reports 330 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)$13.1MReported net assets$13,053,235
Participants330
Provider compensation$5.2K1 Schedule C row(s)$5,169
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241115155623NAL0000614147001
Plan sponsor
Southeast Mississippi Rural Health Initiative, Inc.
EIN
64-0625076
Plan number
001
Location
Hattiesburg, MS
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)$13.1M total assets
Net assets$13.1MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$741.6K
Benefits paid / distributions$735.9K
Contributions
Employer$1.1M
Participant$741K
Full reported line items
Total assets (EOY)
$13,053,235
Total liabilities (EOY)
$0
Net assets (EOY)
$13,053,235
Employer contributions
$1,051,502
Participant contributions
$741,040
Total income / additions
$2,904,977
Benefits paid
$735,918
Administrative expenses
$5,689
Total expenses
$741,607
Net increase / (decrease)
$2,163,370
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $5.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241115155623NAL0000614147001 cover?
It is the 2023 Form 5500 filing for Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan, reported by Southeast Mississippi Rural Health Initiative, Inc. (EIN 64-0625076).
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