2023 Form 5500 filing — Stafford Health Services, Inc. Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240810124934NAL0016111474001) for Stafford Health Services, Inc. Retirement Plan, reported by Stafford Health Services, Inc. under EIN 91-0841068 and plan number 001. It reports 392 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240810124934NAL0016111474001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stafford Health Services, Inc.
- EIN
- 91-0841068
- Plan number
- 001
- Location
- Federal Way, WA
- Participants
- 392
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $80,724
- Participant contributions
- $275,768
- Total income / additions
- $810,957
- Benefits paid
- $6,192,009
- Administrative expenses
- $58,361
- Total expenses
- $6,251,362
- Net increase / (decrease)
- -$5,440,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward Jones & Co | RIA | $10,844 | not reported in the loaded dataset |
| Mayer Hoffman Mccann P.C. | AUDITOR | $7,000 | not reported in the loaded dataset |
| Wilshire Accociates Inc. Usa | RIA | $868 | not reported in the loaded dataset |