2023 Form 5500 filing — Dialysis Employees' Profit Sharing 401k Salary Reduction Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240724140439NAL0020506736001) for Dialysis Employees' Profit Sharing 401k Salary Reduction Plan And Trust, reported by Health Systems Management, Inc. under EIN 58-1821191 and plan number 001. It reports 882 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240724140439NAL0020506736001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Health Systems Management, Inc.
- EIN
- 58-1821191
- Plan number
- 001
- Location
- Tifton, GA
- Participants
- 882
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,338,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,338,914
- Employer contributions
- $639,942
- Participant contributions
- $1,891,839
- Total income / additions
- $7,114,655
- Benefits paid
- $4,895,120
- Administrative expenses
- $110,458
- Total expenses
- $5,081,887
- Net increase / (decrease)
- $2,032,768
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $58,615 | $0 |
| Merrill Lynch | SERVICE PROVIDER | $51,843 | not reported in the loaded dataset |