Plan5500

Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan — Form 5500 plan (Southeast Mississippi Rural Health Initiative, 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, Southeast Mississippi Rural Health Initiative, Inc. Retirement Plan is a benefit plan reported by Southeast Mississippi Rural Health Initiative, Inc. under EIN 64-0625076 and plan number 001. The latest loaded filing year is 2023. The filing reports 330 participants and $13,053,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southeast Mississippi Rural Health Initiative, Inc.
EIN
64-0625076
Plan number
001
Plan type
2
Location
Hattiesburg, MS
Latest filing year
2023
Participants
330
End-of-year plan assets
$13,053,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023330H, C20241115155623NAL0000614147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,053,235
Total liabilities (EOY)
$0
Net assets (EOY)
$13,053,235
Net assets (BOY)
$10,889,865

Income & contributions

Employer contributions
$1,051,502
Participant contributions
$741,040
Total contributions
$1,843,476
Total income / additions
$2,904,977

Expenses & distributions

Benefits paid
$735,918
Administrative expenses
$5,689
Total expenses
$741,607
Net increase / (decrease)
$2,163,370

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Variable Annuity Life Insurance CoRECORDKEEPER$5,169$02023

Related Form 5500 pages