Southern Medical Health Systems, Inc. 401(k) Plan: Login, Facts & Contact Information

Southern Medical Health Systems, Inc. 401(k) Plan Facts

Plan name
SOUTHERN MEDICAL HEALTH SYSTEMS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SOUTHERN MEDICAL HEALTH SYSTEMS, INC.
Participants
1,719 (1,360 active employees)
Former employees with a balance
249
Plan assets
$72,149,145 at Dec 31, 2024
Average account balance
$47,280 across 1,526 accounts
Employer contributions
$1,207,042 in plan year 2024 (21% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 1986
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 6, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.85 million went into the plan in contributions, $1.21 million of it from the employer (21%).
  • $9.74 million was paid out to participants.
  • Investment and other income added $8.74 million.
  • Administrative expenses were $173,531, about $114 per account.

How the Southern Medical Health Systems, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,178$66.2 million$898,333$3.77 million
20201,234$72.4 million$927,210$8.24 million
20211,255$79.7 million$994,805$5.45 million
20221,167$63.5 million$1.02 million$6.87 million
20231,684$67.6 million$1.11 million$10.9 million
20241,719$72.1 million$1.21 million$9.74 million

Southern Medical Health Systems, Inc. 401(k) Contact Information

Phone
251-460-5280
Mailing address
1000-A CODY ROAD SOUTH, MOBILE AL 36695
Plan sponsor
SOUTHERN MEDICAL HEALTH SYSTEMS, INC.
Employer identification number (EIN)
63-0885975
Plan number
001

Questions about the Southern Medical Health Systems, Inc. 401(k)

Does Southern Medical Health Systems, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.21 million, 21% of all contributions.

Does the Southern Medical Health Systems, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Southern Medical Health Systems, Inc 401(k) plan?

1,719 participants at the start of plan year 2024, 1,360 of them active employees, and 249 former employees who still had money in the plan.

What is the average 401(k) balance at Southern Medical Health Systems, Inc?

About $47,280 per account: $72.1 million in plan assets across 1,526 accounts with a balance at the end of plan year 2024.

Who manages the Southern Medical Health Systems, Inc 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Southern Medical Health Systems, Inc. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: P.O. BOX 2247, JONESBORO, AR, 724022247
Headquarter: 4500 E. PROGRESS PLACE P.O. BOX 4306, SPRINGFIELD, MO, 65803
Headquarter: 2800 POST OAK BLVD SUITE 5100, HOUSTON, TX, 77056
Headquarter: 333 WEST WOLF POINT PLAZA, CHICAGO, IL, 606543406
Headquarter: 333 N. CENTRAL AVENUE, PHOENIX, AZ, 85004