2023 Form 5500 filing — The 401(K) Profit Sharing Plan Of Social Model Recovery Systems, Inc.

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 20240904142258NAL0020310961001) for The 401(K) Profit Sharing Plan Of Social Model Recovery Systems, Inc., reported by Social Model Recovery Systems, Inc. under EIN 95-4079133 and plan number 001. It reports 289 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)$3.7MReported net assets$3,739,309
Participants289
Provider compensation$7501 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240904142258NAL0020310961001
Plan sponsor
Social Model Recovery Systems, Inc.
EIN
95-4079133
Plan number
001
Location
Covina, 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)$3.7M total assets
Net assets$3.7MLiabilities$0
Money in vs. money out
Total income / additions$618.9K
Total expenses$73.7K
Benefits paid / distributions$68.5K
Contributions
Employer$0
Participant$154.1K
Full reported line items
Total assets (EOY)
$3,739,309
Total liabilities (EOY)
$0
Net assets (EOY)
$3,739,309
Employer contributions
$0
Participant contributions
$154,130
Total income / additions
$618,874
Benefits paid
$68,451
Administrative expenses
$750
Total expenses
$73,681
Net increase / (decrease)
$545,193
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $750 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240904142258NAL0020310961001 cover?
It is the 2023 Form 5500 filing for The 401(K) Profit Sharing Plan Of Social Model Recovery Systems, Inc., reported by Social Model Recovery Systems, Inc. (EIN 95-4079133).
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