2023 Form 5500 filing — Stateserv Medical LLC 401(K) Profit Sharing Plan & Trust

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 20251009104247NAL0006847569001) for Stateserv Medical LLC 401(K) Profit Sharing Plan & Trust, reported by Stateserv Medical LLC under EIN 20-1563028 and plan number 001. It reports 669 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.4MReported net assets$9,442,826
Participants669
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20251009104247NAL0006847569001
Plan sponsor
Stateserv Medical LLC
EIN
20-1563028
Plan number
001
Location
Mesa, AZ
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.4M total assets
Net assets$9.4MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$535K
Benefits paid / distributions$534K
Contributions
Employer$638.8K
Participant$1.2M
Full reported line items
Total assets (EOY)
$9,442,826
Total liabilities (EOY)
$0
Net assets (EOY)
$9,442,826
Employer contributions
$638,834
Participant contributions
$1,162,854
Total income / additions
$3,283,546
Benefits paid
$534,015
Administrative expenses
$980
Total expenses
$534,995
Net increase / (decrease)
$2,748,551

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251009104247NAL0006847569001 cover?
It is the 2023 Form 5500 filing for Stateserv Medical LLC 401(K) Profit Sharing Plan & Trust, reported by Stateserv Medical LLC (EIN 20-1563028).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages