2023 Form 5500 filing — Service Access & Management, Inc. Employees' 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 20250410063753NAL0035115024001) for Service Access & Management, Inc. Employees' 401(K) Plan, reported by Service Access & Management, Inc. under EIN 23-2897133 and plan number 001. It reports 1,061 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250410063753NAL0035115024001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Service Access & Management, Inc.
- EIN
- 23-2897133
- Plan number
- 001
- Location
- Pottsville, PA
- Participants
- 1,061
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,430,582
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,430,582
- Employer contributions
- $1,175,421
- Participant contributions
- $2,508,934
- Total income / additions
- $8,801,943
- Benefits paid
- $3,433,805
- Administrative expenses
- $108,802
- Total expenses
- $3,577,792
- Net increase / (decrease)
- $5,224,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wipfli Llp | TPA | $66,597 | $16,086 |
| Nationwide | RECORDKEEPER | $41,652 | $14,278 |
| Commonwealth Financial Network | INVESTMENT ADVISOR | $553 | not reported in the loaded dataset |