Women'S Health Mississippi, LLC 401(K) Plan — Form 5500 plan (Women'S Health Mississippi, LLC)

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, Women'S Health Mississippi, LLC 401(K) Plan is a benefit plan reported by Women'S Health Mississippi, LLC under EIN 82-1042490 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $52,750,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Women'S Health Mississippi, LLC
EIN
82-1042490
Plan number
001
Plan type
2
Location
Flowood, MS
Latest filing year
2023
Participants
346
End-of-year plan assets
$52,750,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023346H, C20250501170432NAL0005024400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$52,750,730
Total liabilities (EOY)
$4,727
Net assets (EOY)
$52,746,003
Net assets (BOY)
$0

Income & contributions

Employer contributions
$771,891
Participant contributions
$581,545
Total contributions
$1,353,436
Total income / additions
$4,320,546

Expenses & distributions

Benefits paid
$2,868,237
Administrative expenses
$46,910
Total expenses
$2,923,733
Net increase / (decrease)
$1,396,813

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Magnolia Capital AdvisorsINVESTMENT ADVISOR$42,169not reported in the loaded dataset2023
Azalea AdministrationTPA$23,315not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$0$02023
Gwfs Equities Inc.INVESTMENT CO.$0$02023

Related Form 5500 pages