Plan5500

Settlement Health & Medical Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Settlement Health & Medical Services, Inc. (EIN 13-2957943) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2957943
Location
New York, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Settlement Health & Medical Services, Inc.

  • 1 loaded plans hold $8.2M in reported assets.
  • The largest, Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc., holds 100% of this company's reported plan assets.
  • Plans cover 186 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.2MSummed across loaded plans$8,219,486
Total reported assets$8.2M$8,219,486
Total reported participants186
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.2M total assets
Net assets$8.2MLiabilities$0
Contributions & income
Employer contributions$245.8K
Participant contributions$465.2K
Total income / additions$1.7M
Expenses & distributions
Benefits paid / distributions$292.8K
Total expenses$303.5K
Net increase / (decrease)$1.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc.
Participants per plan186Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc.$8.2M
    Plan #002 · 186 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Settlement Health & Medical Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc.186 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Settlement Health & Medical Services, Inc. report on Form 5500?
Settlement Health & Medical Services, Inc. (EIN 13-2957943) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Settlement Health & Medical Services, Inc.?
The Employer Identification Number (EIN) reported for Settlement Health & Medical Services, Inc. is 13-2957943.
What is the latest Form 5500 filing year for Settlement Health & Medical Services, Inc.?
The latest loaded Form 5500 filing year for Settlement Health & Medical Services, Inc. is 2023.

Related Form 5500 pages