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, Sms Retirement Savings Plan is a benefit plan reported by Northern Shared Medical Services, Inc. under EIN 41-1388075 and plan number 001. The latest loaded filing year is 2023. The filing reports 540 participants and $45,484,703 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,484,703
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,484,703
- Net assets (BOY)
- $39,805,233
Income & contributions
- Participant contributions
- $2,254,553
- Total contributions
- $2,297,284
- Total income / additions
- $10,678,532
Expenses & distributions
- Benefits paid
- $5,056,972
- Administrative expenses
- -$57,910
- Total expenses
- $4,999,062
- Net increase / (decrease)
- $5,679,470