2023 Form 5500 filing — Advantis 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 20240911162923NAL0016452978001) for Advantis 401(K) Plan, reported by Advantis Medical Staffing, LLC under EIN 82-5164820 and plan number 001. It reports 1,832 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911162923NAL0016452978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Advantis Medical Staffing, LLC
- EIN
- 82-5164820
- Plan number
- 001
- Location
- Mill Valley, CA
- Participants
- 1,832
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,198,341
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,198,341
- Employer contributions
- $0
- Participant contributions
- $1,645,447
- Total income / additions
- $2,303,822
- Benefits paid
- $635,476
- Administrative expenses
- $4,250
- Total expenses
- $658,779
- Net increase / (decrease)
- $1,645,043
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | FINANCIAL ADVISOR | $0 | $16,697 |