Winston County Medical Foundation 403(B) Retirement Plan — Form 5500 plan (Winston County Medical Foundation)
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, Winston County Medical Foundation 403(B) Retirement Plan is a benefit plan reported by Winston County Medical Foundation under EIN 64-6010402 and plan number 001. The latest loaded filing year is 2023. The filing reports 375 participants and $10,103,403 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Winston County Medical Foundation
- EIN
- 64-6010402
- Plan number
- 001
- Plan type
- 2
- Location
- Louisville, MS
- Latest filing year
- 2023
- Participants
- 375
- End-of-year plan assets
- $10,103,403
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 375 | H, C | 20241015161229NAL0030299057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,103,403
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,103,403
- Net assets (BOY)
- $9,188,840
Income & contributions
- Employer contributions
- $491,157
- Participant contributions
- $352,529
- Total contributions
- $843,686
- Total income / additions
- $2,447,570
Expenses & distributions
- Benefits paid
- $1,467,705
- Administrative expenses
- $61,647
- Total expenses
- $1,533,007
- Net increase / (decrease)
- $914,563
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Renasant Bank | NONE | $51,160 | $0 | 2023 |
| Epic Retirement Plan Services | NONE | $10,487 | $0 | 2023 |