Plan5500

Sma Healthcare, Inc. 403(B) Plan — Form 5500 plan (Sma Healthcare, Inc.)

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, Sma Healthcare, Inc. 403(B) Plan is a benefit plan reported by Sma Healthcare, Inc. under EIN 59-0976866 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,147 participants and $22,509,896 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Sma Healthcare, Inc.
EIN
59-0976866
Plan number
001
Plan type
2
Location
Daytona Beach, FL
Latest filing year
2023
Participants
1,147
End-of-year plan assets
$22,509,896

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,147H, C20250408155434NAL0020522417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,509,896
Total liabilities (EOY)
$0
Net assets (EOY)
$22,509,896
Net assets (BOY)
$19,485,269

Income & contributions

Employer contributions
$1,065,660
Participant contributions
$2,066,022
Total contributions
$3,289,773
Total income / additions
$5,613,363

Expenses & distributions

Benefits paid
$2,501,905
Administrative expenses
$65,546
Total expenses
$2,588,736
Net increase / (decrease)
$3,024,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$65,545$02023
Raymond James Fin Svcs AdvisorsINVESTMENT ADVISORY$0$53,4772023

Related Form 5500 pages