2023 Form 5500 filing — Hattiesburg Medical Park Management Retirement Savings 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 20241015101131NAL0014378227001) for Hattiesburg Medical Park Management Retirement Savings Plan, reported by Hattiesburg Medical Park Management under EIN 64-0604714 and plan number 001. It reports 537 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015101131NAL0014378227001
Filing year
2023
Form type
2
Plan sponsor
Hattiesburg Medical Park Management
EIN
64-0604714
Plan number
001
Location
Hattiesburg, MS
Participants
537
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$9,268,838
Total liabilities (EOY)
$0
Net assets (EOY)
$9,268,838
Employer contributions
$259,579
Participant contributions
$614,007
Total income / additions
$2,045,395
Benefits paid
$1,365,525
Administrative expenses
$65,107
Total expenses
$1,430,676
Net increase / (decrease)
$614,719
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,107$0
Icom Advisors, LLCINVESTMENT ADVISORY$0$17,732
Cadence Insurance, Inc.OTHER SERVICES$0$6,675

Related Form 5500 pages