2023 Form 5500 filing — Delta Health Systems 401(K) Profit Sharing 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 20241009160938NAL0019603105001) for Delta Health Systems 401(K) Profit Sharing Plan, reported by Wm. Michael Stemler, Inc. Dba Delta Health Systems under EIN 94-2353289 and plan number 001. It reports 136 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160938NAL0019603105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wm. Michael Stemler, Inc. Dba Delta Health Systems
- EIN
- 94-2353289
- Plan number
- 001
- Location
- Stockton, CA
- Participants
- 136
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,596,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,596,706
- Employer contributions
- $207,989
- Participant contributions
- $395,360
- Total income / additions
- $3,399,836
- Benefits paid
- $327,818
- Administrative expenses
- $28,968
- Total expenses
- $445,386
- Net increase / (decrease)
- $2,954,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,870 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $6,792 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $5,286 | not reported in the loaded dataset |