2023 Form 5500 filing — Sms Retirement Savings 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 20240917115942NAL0002761137001) for Sms Retirement Savings Plan, reported by Northern Shared Medical Services, Inc. under EIN 41-1388075 and plan number 001. It reports 540 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917115942NAL0002761137001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northern Shared Medical Services, Inc.
- EIN
- 41-1388075
- Plan number
- 001
- Location
- Cottage Grove, WI
- Participants
- 540
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,484,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,484,703
- Participant contributions
- $2,254,553
- Total income / additions
- $10,678,532
- Benefits paid
- $5,056,972
- Administrative expenses
- -$57,910
- Total expenses
- $4,999,062
- Net increase / (decrease)
- $5,679,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $9,036 | $0 |