2023 Form 5500 filing — Specialty Management Services Of Ouachita, LLC 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 20240924141023NAL0007495923001) for Specialty Management Services Of Ouachita, LLC 401(K) Plan, reported by Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol under EIN 72-1509232 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924141023NAL0007495923001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Management Services Of Ouachita, LLC Dba Alli Management Sol
- EIN
- 72-1509232
- Plan number
- 001
- Location
- Monroe, LA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,047,089
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,047,089
- Employer contributions
- $505,181
- Participant contributions
- $951,717
- Total income / additions
- $3,549,102
- Benefits paid
- $1,114,720
- Administrative expenses
- $64,561
- Total expenses
- $1,179,281
- Net increase / (decrease)
- $2,369,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Summit Financial Wealth Advisors | FINANCIAL ADVISOR | $32,610 | not reported in the loaded dataset |
| Wipfli Llp | RECORDKEEPER | $31,449 | $0 |