Hattiesburg Medical Park Management Retirement Savings Plan — Form 5500 plan (Hattiesburg Medical Park 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, Hattiesburg Medical Park Management Retirement Savings Plan is a benefit plan reported by Hattiesburg Medical Park Management under EIN 64-0604714 and plan number 001. The latest loaded filing year is 2023. The filing reports 537 participants and $9,268,838 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hattiesburg Medical Park Management
- EIN
- 64-0604714
- Plan number
- 001
- Plan type
- 2
- Location
- Hattiesburg, MS
- Latest filing year
- 2023
- Participants
- 537
- End-of-year plan assets
- $9,268,838
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 537 | H, C | 20241015101131NAL0014378227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,268,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,268,838
- Net assets (BOY)
- $8,654,119
Income & contributions
- Employer contributions
- $259,579
- Participant contributions
- $614,007
- Total contributions
- $873,909
- Total income / additions
- $2,045,395
Expenses & distributions
- Benefits paid
- $1,365,525
- Administrative expenses
- $65,107
- Total expenses
- $1,430,676
- Net increase / (decrease)
- $614,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,107 | $0 | 2023 |
| Icom Advisors, LLC | INVESTMENT ADVISORY | $0 | $17,732 | 2023 |
| Cadence Insurance, Inc. | OTHER SERVICES | $0 | $6,675 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hattiesburg Medical Park Management
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Hattiesburg, MS
- Principal Life Insurance Company — Schedule C compensation
- Icom Advisors, LLC — Schedule C compensation
- Cadence Insurance, Inc. — Schedule C compensation