2023 Form 5500 filing — Ems Management & Consultants, Inc. 401(K) Retirement 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 20241009145022NAL0019467617001) for Ems Management & Consultants, Inc. 401(K) Retirement Plan, reported by Ems Management & Consultants, Inc. under EIN 56-1969494 and plan number 001. It reports 484 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)$8.5MReported net assets$8,471,052
Participants484
Provider compensation$39.1K4 Schedule C row(s)$39,131
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009145022NAL0019467617001
Plan sponsor
Ems Management & Consultants, Inc.
EIN
56-1969494
Plan number
001
Location
Winston Salem, NC
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)$8.5M total assets
Net assets$8.5MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$480.3K
Benefits paid / distributions$431K
Contributions
Employer$589.1K
Participant$928.2K
Full reported line items
Total assets (EOY)
$8,471,052
Total liabilities (EOY)
$0
Net assets (EOY)
$8,471,052
Employer contributions
$589,076
Participant contributions
$928,224
Total income / additions
$3,281,434
Benefits paid
$430,976
Administrative expenses
$39,130
Total expenses
$480,318
Net increase / (decrease)
$2,801,116
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $20.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7.5K
  3. 3
    INVESTMENT ADVISOR · Direct $7.5K
  4. 4
    INVESTMENT MGMT · Direct $3.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009145022NAL0019467617001 cover?
It is the 2023 Form 5500 filing for Ems Management & Consultants, Inc. 401(K) Retirement Plan, reported by Ems Management & Consultants, Inc. (EIN 56-1969494).
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