Cardiology Associates Of North Mississippi, P.A. 401(K) Plan — Form 5500 plan (Cardiology Associates Of North Mississippi, P.A.)

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, Cardiology Associates Of North Mississippi, P.A. 401(K) Plan is a benefit plan reported by Cardiology Associates Of North Mississippi, P.A. under EIN 64-0868337 and plan number 001. The latest loaded filing year is 2023. The filing reports 192 participants and $51,957,011 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cardiology Associates Of North Mississippi, P.A.
EIN
64-0868337
Plan number
001
Plan type
2
Location
Tupelo, MS
Latest filing year
2023
Participants
192
End-of-year plan assets
$51,957,011

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023192H, C20241001094227NAL0003877283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,957,011
Total liabilities (EOY)
$0
Net assets (EOY)
$51,957,011
Net assets (BOY)
$45,426,415

Income & contributions

Employer contributions
$368,823
Participant contributions
$1,106,347
Total contributions
$1,612,775
Total income / additions
$9,270,696

Expenses & distributions

Benefits paid
$2,736,850
Administrative expenses
$3,250
Total expenses
$2,740,100
Net increase / (decrease)
$6,530,596

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER-$20,750$02023

Related Form 5500 pages