Slma Retirement Savings Plan — Form 5500 plan (South Louisiana Medical Associates)
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, Slma Retirement Savings Plan is a benefit plan reported by South Louisiana Medical Associates under EIN 72-0839724 and plan number 003. The latest loaded filing year is 2023. The filing reports 341 participants and $86,320,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Louisiana Medical Associates
- EIN
- 72-0839724
- Plan number
- 003
- Plan type
- 2
- Location
- Houma, LA
- Latest filing year
- 2023
- Participants
- 341
- End-of-year plan assets
- $86,320,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 341 | H, C | 20250408101838NAL0011070627001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $86,320,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $86,320,222
- Net assets (BOY)
- $73,048,439
Income & contributions
- Employer contributions
- $2,442,882
- Participant contributions
- $1,771,081
- Total contributions
- $4,222,660
- Total income / additions
- $15,410,884
Expenses & distributions
- Benefits paid
- $2,130,868
- Administrative expenses
- $8,233
- Total expenses
- $2,139,101
- Net increase / (decrease)
- $13,271,783
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $8,828 | $0 | 2023 |