2023 Form 5500 filing — Mmss 403b Plan
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 20241003103742NAL0009736353001) for Mmss 403b Plan, reported by Mississippi Methodist Senior Services Inc. under EIN 64-6026549 and plan number 002. It reports 997 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003103742NAL0009736353001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mississippi Methodist Senior Services Inc.
- EIN
- 64-6026549
- Plan number
- 002
- Location
- Tupelo, MS
- Participants
- 997
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,811,979
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,811,979
- Employer contributions
- $0
- Participant contributions
- $504,026
- Total income / additions
- $1,336,431
- Benefits paid
- $608,375
- Administrative expenses
- $32,792
- Total expenses
- $643,269
- Net increase / (decrease)
- $693,162
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ballew Russell Inc | NONE | $29,900 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $3,342 | $0 |