Mississippi Methodist Senior Services Employee Benefit 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, Mississippi Methodist Senior Services Employee Benefit Plan is a benefit plan reported by Mississippi Methodist Senior Services Inc. under EIN 64-6026549 and plan number 946. The latest loaded filing year is 2023. The filing reports 546 participants and $388,702 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)-$123KPlan net assets, end of year-$122,986
Participants546Covered participants reported
Assets / participant$712Computed: assets ÷ participants$712 (computed)
Provider compensation$564.5K5 Schedule C provider row(s)$564,532
Plan sponsor
Mississippi Methodist Senior Services Inc.
EIN
64-6026549
Plan number
946
Plan type
2
Location
Tupelo, MS
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    546 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$388.7K total assets
Net assets-$123KLiabilities$511.7K
Money in vs. money out
Total income / additions$7.4M
Total expenses$7.6M
Benefits paid / distributions$7.1M
Contributions
Employer$6.1M
Participant$556.4K
Full reported line items

Net assets

Total assets (EOY)
$388,702
Total liabilities (EOY)
$511,688
Net assets (EOY)
-$122,986
Net assets (BOY)
$76,062

Income & contributions

Employer contributions
$6,084,300
Participant contributions
$556,364
Total contributions
$7,410,437
Total income / additions
$7,411,495

Expenses & distributions

Benefits paid
$7,096,694
Administrative expenses
$513,849
Total expenses
$7,610,543
Net increase / (decrease)
-$199,048
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 92%Participant 8%
Benefits paid ÷ total income96%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    CLAIM ADMINISTRATION · Direct $468.5K · Indirect $6.5K
  2. 2
    BROKER/CONSULTANT · Direct $0 · Indirect $44.1K
  3. 3
    Horne$21.7K
    AUDITOR · Direct $21.7K
  4. 4
    BROKER/CONSULTANT · Direct $19.1K · Indirect $533
  5. 5
    COBRA ADMINISTRATION · Direct $4K

What to inspect next

Frequently asked questions

Who sponsors the Mississippi Methodist Senior Services Employee Benefit Plan?
Mississippi Methodist Senior Services Employee Benefit Plan is reported as sponsored by Mississippi Methodist Senior Services Inc. (EIN 64-6026549, plan number 946) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Mississippi Methodist Senior Services Employee Benefit Plan?
The latest Form 5500 filing year loaded for Mississippi Methodist Senior Services Employee Benefit Plan is 2023.
How many participants does Mississippi Methodist Senior Services Employee Benefit Plan report?
Mississippi Methodist Senior Services Employee Benefit Plan reports 546 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Mississippi Methodist Senior Services Employee Benefit Plan?
Mississippi Methodist Senior Services Employee Benefit Plan reports $388,702 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages