2023 Form 5500 filing — San Luis Ambulance Service, Inc. 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 20250702121134NAL0032944130001) for San Luis Ambulance Service, Inc. 401(K) Profit Sharing Plan, reported by San Luis Ambulance Service, Inc. under EIN 95-2999699 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250702121134NAL0032944130001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Luis Ambulance Service, Inc.
- EIN
- 95-2999699
- Plan number
- 001
- Location
- San Luis Obispo, CA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,284,525
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,284,525
- Employer contributions
- $424,960
- Participant contributions
- $767,986
- Total income / additions
- $5,983,983
- Benefits paid
- $1,128,248
- Administrative expenses
- $78,268
- Total expenses
- $1,206,516
- Net increase / (decrease)
- $4,777,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement Inc | ADVISOR | $50,286 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $24,607 | $0 |