Mmss 403b Plan — Form 5500 plan (Mississippi Methodist Senior Services 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, Mmss 403b Plan is a benefit plan reported by Mississippi Methodist Senior Services Inc. under EIN 64-6026549 and plan number 002. The latest loaded filing year is 2023. The filing reports 997 participants and $5,811,979 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mississippi Methodist Senior Services Inc.
- EIN
- 64-6026549
- Plan number
- 002
- Plan type
- 2
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 997
- End-of-year plan assets
- $5,811,979
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 997 | H, C | 20241003103742NAL0009736353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,811,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,811,979
- Net assets (BOY)
- $5,118,817
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $504,026
- Total contributions
- $554,100
- Total income / additions
- $1,336,431
Expenses & distributions
- Benefits paid
- $608,375
- Administrative expenses
- $32,792
- Total expenses
- $643,269
- Net increase / (decrease)
- $693,162
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ballew Russell Inc | NONE | $29,900 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $3,342 | $0 | 2023 |