2023 Form 5500 filing — Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, 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 20241011112431NAL0012420195001) for Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc., reported by Settlement Health & Medical Services, Inc. under EIN 13-2957943 and plan number 002. It reports 186 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)$8.2MReported net assets$8,219,486

Participants186

Provider compensation$5801 Schedule C row(s)

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241011112431NAL0012420195001
Plan sponsor: Settlement Health & Medical Services, Inc.
EIN: 13-2957943
Plan number: 002
Location: New York, NY
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)$8.2M total assets

Net assets$8.2MLiabilities$0

Money in vs. money out

Total income / additions$1.7M

Total expenses$303.5K

Benefits paid / distributions$292.8K

Contributions

Employer$245.8K

Participant$465.2K

Full reported line items

Total assets (EOY): $8,219,486
Total liabilities (EOY): $0
Net assets (EOY): $8,219,486
Employer contributions: $245,823
Participant contributions: $465,201
Total income / additions: $1,727,783
Benefits paid: $292,761
Administrative expenses: $580
Total expenses: $303,501
Net increase / (decrease): $1,424,282

Schedule C

Reported service provider compensation

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

1
Mutual Of America Investment Corp.$580
RECORD KEEPER · Direct $580 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011112431NAL0012420195001 cover?: It is the 2023 Form 5500 filing for Safe Harbor 401(K) Profit Sharing Plan For Employees Of Settlement Health & Medical Services, Inc., reported by Settlement Health & Medical Services, Inc. (EIN 13-2957943).
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).