401k Employee Retirement Plan — Form 5500 plan (Mid-Delta Health Systems, 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, 401k Employee Retirement Plan is a benefit plan reported by Mid-Delta Health Systems, Inc. under EIN 64-0811249 and plan number 005. The latest loaded filing year is 2023. The filing reports 255 participants and $2,069,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-Delta Health Systems, Inc.
- EIN
- 64-0811249
- Plan number
- 005
- Plan type
- 2
- Location
- Belzoni, MS
- Latest filing year
- 2023
- Participants
- 255
- End-of-year plan assets
- $2,069,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 255 | H, C | 20241015122632NAL0049377344001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,069,954
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,069,954
- Net assets (BOY)
- $1,920,854
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $137,927
- Total contributions
- $187,043
- Total income / additions
- $455,690
Expenses & distributions
- Benefits paid
- $260,430
- Administrative expenses
- $46,160
- Total expenses
- $306,590
- Net increase / (decrease)
- $149,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Heritage Pension Advisors, LLC | TPA | $16,728 | not reported in the loaded dataset | 2023 |
| Bankplus Wealth Management | ADVISOR | $14,622 | not reported in the loaded dataset | 2023 |
| Williams Weiss Hester And Co | AUDITOR | $9,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-Delta Health Systems, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Belzoni, MS
- Heritage Pension Advisors, LLC — Schedule C compensation
- Bankplus Wealth Management — Schedule C compensation
- Williams Weiss Hester And Co — Schedule C compensation