Shifamed LLC 401(K) Profit Sharing Plan — Form 5500 plan (Shifamed, LLC)

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, Shifamed LLC 401(K) Profit Sharing Plan is a benefit plan reported by Shifamed, LLC under EIN 80-0168798 and plan number 001. The latest loaded filing year is 2023. The filing reports 267 participants and $13,078,464 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Shifamed, LLC
EIN
80-0168798
Plan number
001
Plan type
2
Location
Campbell, CA
Latest filing year
2023
Participants
267
End-of-year plan assets
$13,078,464

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023267H, C20241008145026NAL0009798835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,078,464
Total liabilities (EOY)
$0
Net assets (EOY)
$13,078,464
Net assets (BOY)
$8,182,791

Income & contributions

Employer contributions
$0
Participant contributions
$3,655,332
Total contributions
$3,805,518
Total income / additions
$5,658,755

Expenses & distributions

Benefits paid
$736,838
Administrative expenses
$26,244
Total expenses
$763,082
Net increase / (decrease)
$4,895,673

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$22,941$02023

Related Form 5500 pages