2023 Form 5500 filing — Healthsmart Management Services Organizations, Inc. 401(K) 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 20240815120941NAL0022468864001) for Healthsmart Management Services Organizations, Inc. 401(K) Plan, reported by Healthsmart Management Services Organizations Inc under EIN 93-1209030 and plan number 001. It reports 267 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,829,732
Participants267
Provider compensation$95.8K2 Schedule C row(s)$95,827
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240815120941NAL0022468864001
Plan sponsor
Healthsmart Management Services Organizations Inc
EIN
93-1209030
Plan number
001
Location
Cypress, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$3.1M
Total expenses$388.4K
Benefits paid / distributions$326.7K
Contributions
Employer$335.4K
Participant$1.3M
Full reported line items
Total assets (EOY)
$10,829,732
Total liabilities (EOY)
$0
Net assets (EOY)
$10,829,732
Employer contributions
$335,392
Participant contributions
$1,272,236
Total income / additions
$3,059,846
Benefits paid
$326,652
Administrative expenses
$61,709
Total expenses
$388,361
Net increase / (decrease)
$2,671,485
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $61.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $34.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240815120941NAL0022468864001 cover?
It is the 2023 Form 5500 filing for Healthsmart Management Services Organizations, Inc. 401(K) Plan, reported by Healthsmart Management Services Organizations Inc (EIN 93-1209030).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages