2023 Form 5500 filing — Shared Medical Services Employee Stock Ownership 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 20240917103723NAL0002659009001) for Shared Medical Services Employee Stock Ownership Plan, reported by Shared Medical Services, Inc. under EIN 41-1388075 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20240917103723NAL0002659009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Shared Medical Services, Inc.
- EIN
- 41-1388075
- Plan number
- 002
- Location
- Cottage Grove, WI
- Participants
- 358
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $85,681,598
- Total liabilities (EOY)
- $21,931,207
- Net assets (EOY)
- $63,750,391
- Employer contributions
- $2,276,800
- Total income / additions
- $18,306,546
- Benefits paid
- $1,306,207
- Administrative expenses
- $0
- Total expenses
- $2,364,237
- Net increase / (decrease)
- $15,942,309
- Schedule source
- Schedule H