Georgia Highlands Medical Services, Inc 403(B) Retirement Plan — Form 5500 plan (Georgia Highlands Medical Services, Inc)

Plain-English plan 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, Georgia Highlands Medical Services, Inc 403(B) Retirement Plan is a benefit plan reported by Georgia Highlands Medical Services, Inc under EIN 58-1338038 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $6,484,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Georgia Highlands Medical Services, Inc
EIN
58-1338038
Plan number
001
Plan type
2
Location
Cumming, GA
Latest filing year
2023
Participants
186
End-of-year plan assets
$6,484,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20250501070737NAL0002937009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,484,299
Total liabilities (EOY)
$0
Net assets (EOY)
$6,484,299
Net assets (BOY)
$5,340,032

Income & contributions

Employer contributions
$183,720
Participant contributions
$388,333
Total contributions
$985,410
Total income / additions
$1,983,156

Expenses & distributions

Benefits paid
$802,415
Administrative expenses
$35,212
Total expenses
$838,889
Net increase / (decrease)
$1,144,267

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$35,212$02023

Related Form 5500 pages