Mississippi Asthma & Allergy Clinic, P.A. 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Mississippi Asthma & Allergy)

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, Mississippi Asthma & Allergy Clinic, P.A. 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Mississippi Asthma & Allergy under EIN 64-0793451 and plan number 001. The latest loaded filing year is 2023. The filing reports 49 participants and $12,481,288 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mississippi Asthma & Allergy
EIN
64-0793451
Plan number
001
Plan type
2
Location
Jackson, MS
Latest filing year
2023
Participants
49
End-of-year plan assets
$12,481,288

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202349I, C20240930084740NAL0002514211004

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$12,481,288
Total liabilities (EOY)
$3,640
Net assets (EOY)
$12,477,648
Net assets (BOY)
$10,485,063

Income & contributions

Employer contributions
$348,281
Participant contributions
$308,287
Total income / additions
$2,401,558

Expenses & distributions

Benefits paid
$382,598
Administrative expenses
$22,735
Total expenses
$408,973
Net increase / (decrease)
$1,992,585

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncINVESTMENT ADVISOR$17,167not reported in the loaded dataset2023
Capital GroupRECORDKEEPER$5,637$02023

Related Form 5500 pages