2023 Form 5500 filing — Spm Qualified 401(K) 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 20260420201121NAL0000927635001) for Spm Qualified 401(K) Plan, reported by Southeastern Psychiatric Management under EIN 63-1050236 and plan number 001. It reports 215 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20260420201121NAL0000927635001
Filing year
2023
Form type
2
Plan sponsor
Southeastern Psychiatric Management
EIN
63-1050236
Plan number
001
Location
Gadsden, AL
Participants
215
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$2,238,677
Total liabilities (EOY)
$0
Net assets (EOY)
$2,238,677
Employer contributions
$32,754
Participant contributions
$163,354
Total income / additions
$581,452
Benefits paid
$79,162
Administrative expenses
$18,850
Total expenses
$112,405
Net increase / (decrease)
$469,047
Schedule source
Schedule H

Related Form 5500 pages