Stellis Health, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Stellis Health, P.A.)
Plain-English plan 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, Stellis Health, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Stellis Health, P.A. under EIN 41-1227920 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $37,885,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stellis Health, P.A.
- EIN
- 41-1227920
- Plan number
- 001
- Plan type
- 2
- Location
- Buffalo, MN
- Latest filing year
- 2023
- Participants
- 281
- End-of-year plan assets
- $37,885,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 281 | H, C | 20241006164535NAL0014211505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,885,269
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,885,269
- Net assets (BOY)
- $31,523,075
Income & contributions
- Employer contributions
- $553,653
- Participant contributions
- $1,751,257
- Total contributions
- $2,600,326
- Total income / additions
- $8,267,054
Expenses & distributions
- Benefits paid
- $1,860,493
- Administrative expenses
- $44,367
- Total expenses
- $1,904,860
- Net increase / (decrease)
- $6,362,194
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Co | CONTRACT ADMINISTRATOR | $33,204 | $0 | 2023 |
| Ascensus | CONTRACT ADMINISTRATOR | $5,295 | $16,187 | 2023 |
| Charles Schwab & Co., Inc. | BROKER/DEALER | $5,868 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Stellis Health, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Buffalo, MN
- Principal Life Insurance Co — Schedule C compensation
- Ascensus — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation