2023 Form 5500 filing — Delta Health Center, Inc. 401(K) Profit Sharing 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 20241010161639NAL0034727824001) for Delta Health Center, Inc. 401(K) Profit Sharing Plan And Trust, reported by Delta Health Center, Inc. under EIN 64-0443928 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010161639NAL0034727824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Delta Health Center, Inc.
- EIN
- 64-0443928
- Plan number
- 001
- Location
- Mound Bayou, MS
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,779,477
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,779,477
- Employer contributions
- $195,418
- Participant contributions
- $396,808
- Total income / additions
- $1,062,809
- Benefits paid
- $119,460
- Administrative expenses
- $6,812
- Total expenses
- $126,272
- Net increase / (decrease)
- $936,537
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Allstate Financial Services LLC | ADVISOR | $0 | $12,469 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,812 | $0 |