Southern Health Partners 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Southern Health Partners
  • Sponsor EIN: 631130536
  • Sponsor Address: 2030 HAMILTON PLACE BLVD, CHATTANOOGA, TN, 374216039
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 501
  • Total Assets: $6.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023501$6.8M$0$1.4M
2022478$5.5M$0$1.3M

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