2023 Form 5500 filing — Southern Medical Technologies LLC 401k 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 20241015110007NAL0029332577001) for Southern Medical Technologies LLC 401k Profit Sharing Plan, reported by Southern Medical Technologies LLC under EIN 84-2686774 and plan number 001. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015110007NAL0029332577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Medical Technologies LLC
- EIN
- 84-2686774
- Plan number
- 001
- Location
- Homewood, AL
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,767,331
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,767,331
- Employer contributions
- $222,644
- Participant contributions
- $445,705
- Total income / additions
- $1,222,089
- Benefits paid
- $231,453
- Administrative expenses
- $10,700
- Total expenses
- $242,153
- Net increase / (decrease)
- $979,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Financial Network | ADVISOR | $10,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $700 | $0 |