2023 Form 5500 filing — Stellis Health, P.A. 401(K) Profit Sharing 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 20241006164535NAL0014211505001) for Stellis Health, P.A. 401(K) Profit Sharing Plan, reported by Stellis Health, P.A. under EIN 41-1227920 and plan number 001. It reports 281 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241006164535NAL0014211505001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stellis Health, P.A.
- EIN
- 41-1227920
- Plan number
- 001
- Location
- Buffalo, MN
- Participants
- 281
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,885,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,885,269
- Employer contributions
- $553,653
- Participant contributions
- $1,751,257
- Total income / additions
- $8,267,054
- Benefits paid
- $1,860,493
- Administrative expenses
- $44,367
- Total expenses
- $1,904,860
- Net increase / (decrease)
- $6,362,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $33,204 | $0 |
| Ascensus | CONTRACT ADMINISTRATOR | $5,295 | $16,187 |
| Charles Schwab & Co., Inc. | BROKER/DEALER | $5,868 | not reported in the loaded dataset |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 |