Delta Health Center, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Delta Health Center, Inc.)

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, Delta Health Center, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Delta Health Center, Inc. under EIN 64-0443928 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $3,779,477 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Delta Health Center, Inc.
EIN
64-0443928
Plan number
001
Plan type
2
Location
Mound Bayou, MS
Latest filing year
2023
Participants
162
End-of-year plan assets
$3,779,477

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20241010161639NAL0034727824001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,779,477
Total liabilities (EOY)
$0
Net assets (EOY)
$3,779,477
Net assets (BOY)
$2,842,940

Income & contributions

Employer contributions
$195,418
Participant contributions
$396,808
Total contributions
$607,674
Total income / additions
$1,062,809

Expenses & distributions

Benefits paid
$119,460
Administrative expenses
$6,812
Total expenses
$126,272
Net increase / (decrease)
$936,537

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Allstate Financial Services LLCADVISOR$0$12,4692023
Fidelity Investments InstitutionalRECORDKEEPER$6,812$02023

Related Form 5500 pages