2023 Form 5500 filing — Sma Healthcare, Inc. 403(B) 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 20250408155434NAL0020522417001) for Sma Healthcare, Inc. 403(B) Plan, reported by Sma Healthcare, Inc. under EIN 59-0976866 and plan number 001. It reports 1,147 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)$22.5MReported net assets$22,509,896

Participants1.1K1,147

Provider compensation$119K2 Schedule C row(s)$119,022

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250408155434NAL0020522417001
Plan sponsor: Sma Healthcare, Inc.
EIN: 59-0976866
Plan number: 001
Location: Daytona Beach, FL
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)$22.5M total assets

Net assets$22.5MLiabilities$0

Money in vs. money out

Total income / additions$5.6M

Total expenses$2.6M

Benefits paid / distributions$2.5M

Contributions

Employer$1.1M

Participant$2.1M

Full reported line items

Total assets (EOY): $22,509,896
Total liabilities (EOY): $0
Net assets (EOY): $22,509,896
Employer contributions: $1,065,660
Participant contributions: $2,066,022
Total income / additions: $5,613,363
Benefits paid: $2,501,905
Administrative expenses: $65,546
Total expenses: $2,588,736
Net increase / (decrease): $3,024,627

Schedule C

Reported service provider compensation

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

1
Principal Life Insurance Company$65.5K
CONTRACT ADMINISTRATOR · Direct $65.5K · Indirect $0
2
Raymond James Fin Svcs Advisors$53.5K
INVESTMENT ADVISORY · Direct $0 · Indirect $53.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250408155434NAL0020522417001 cover?: It is the 2023 Form 5500 filing for Sma Healthcare, Inc. 403(B) Plan, reported by Sma Healthcare, Inc. (EIN 59-0976866).
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).