Hattiesburg Clinic P. A. Savings Plan — Form 5500 plan (Hattiesburg Clinic, P.A.)
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, Hattiesburg Clinic P. A. Savings Plan is a benefit plan reported by Hattiesburg Clinic, P.A. under EIN 64-0507572 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,555 participants and $358,917,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hattiesburg Clinic, P.A.
- EIN
- 64-0507572
- Plan number
- 002
- Plan type
- 2
- Location
- Hattiesburg, MS
- Latest filing year
- 2023
- Participants
- 2,555
- End-of-year plan assets
- $358,917,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,555 | H, C | 20240828152524NAL0012315393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $358,917,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $358,917,608
- Net assets (BOY)
- $305,696,199
Income & contributions
- Employer contributions
- $7,690,857
- Participant contributions
- $13,052,055
- Total contributions
- $21,153,970
- Total income / additions
- $81,030,631
Expenses & distributions
- Benefits paid
- $27,736,653
- Administrative expenses
- $33,023
- Total expenses
- $27,809,222
- Net increase / (decrease)
- $53,221,409
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $104,284 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners, LLC | CONSULTANT | $50,000 | not reported in the loaded dataset | 2023 |
| Maynard, Cooper & Gale | CONSULTANT | $35,712 | not reported in the loaded dataset | 2023 |
| Mcwhorter Harvey, Pllc | CONSULTANT | $19,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$175,673 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hattiesburg Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Hattiesburg, MS
- Strategic Advisors, Inc. — Schedule C compensation
- Global Retirement Partners, LLC — Schedule C compensation
- Maynard, Cooper & Gale — Schedule C compensation
- Mcwhorter Harvey, Pllc — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation