Dialysis Employees' Profit Sharing 401k Salary Reduction Plan And Trust — Form 5500 plan (Health Systems Management, 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, Dialysis Employees' Profit Sharing 401k Salary Reduction Plan And Trust is a benefit plan reported by Health Systems Management, Inc. under EIN 58-1821191 and plan number 001. The latest loaded filing year is 2023. The filing reports 882 participants and $30,338,914 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Health Systems Management, Inc.
EIN
58-1821191
Plan number
001
Plan type
2
Location
Tifton, GA
Latest filing year
2023
Participants
882
End-of-year plan assets
$30,338,914

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023882H, C20240724140439NAL0020506736001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,338,914
Total liabilities (EOY)
$0
Net assets (EOY)
$30,338,914
Net assets (BOY)
$28,306,146

Income & contributions

Employer contributions
$639,942
Participant contributions
$1,891,839
Total contributions
$2,832,070
Total income / additions
$7,114,655

Expenses & distributions

Benefits paid
$4,895,120
Administrative expenses
$110,458
Total expenses
$5,081,887
Net increase / (decrease)
$2,032,768

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationSERVICE PROVIDER$58,615$02023
Merrill LynchSERVICE PROVIDER$51,843not reported in the loaded dataset2023

Related Form 5500 pages