2023 Form 5500 filing — Sma Healthcare, Inc. 403(B) 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 20250408155434NAL0020522417001) for Sma Healthcare, Inc. 403(B) Plan, reported by Sma Healthcare, Inc. under EIN 59-0976866 and plan number 001. It reports 1,147 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250408155434NAL0020522417001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sma Healthcare, Inc.
- EIN
- 59-0976866
- Plan number
- 001
- Location
- Daytona Beach, FL
- Participants
- 1,147
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,509,896
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,509,896
- Employer contributions
- $1,065,660
- Participant contributions
- $2,066,022
- Total income / additions
- $5,613,363
- Benefits paid
- $2,501,905
- Administrative expenses
- $65,546
- Total expenses
- $2,588,736
- Net increase / (decrease)
- $3,024,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $65,545 | $0 |
| Raymond James Fin Svcs Advisors | INVESTMENT ADVISORY | $0 | $53,477 |