Spm Qualified 401(K) Plan — Form 5500 plan (Southeastern Psychiatric Management)
Plain-English plan 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, Spm Qualified 401(K) Plan is a benefit plan reported by Southeastern Psychiatric Management under EIN 63-1050236 and plan number 001. The latest loaded filing year is 2023. The filing reports 215 participants and $2,238,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeastern Psychiatric Management
- EIN
- 63-1050236
- Plan number
- 001
- Plan type
- 2
- Location
- Gadsden, AL
- Latest filing year
- 2023
- Participants
- 215
- End-of-year plan assets
- $2,238,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 215 | H | 20260420201121NAL0000927635001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,238,677
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,238,677
- Net assets (BOY)
- $1,769,630
Income & contributions
- Employer contributions
- $32,754
- Participant contributions
- $163,354
- Total contributions
- $196,108
- Total income / additions
- $581,452
Expenses & distributions
- Benefits paid
- $79,162
- Administrative expenses
- $18,850
- Total expenses
- $112,405
- Net increase / (decrease)
- $469,047
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.