Health Source Mso Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Health Source Mso Inc)
Plain-English plan 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, Health Source Mso Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Health Source Mso Inc under EIN 20-3722095 and plan number 001. The latest loaded filing year is 2023. The filing reports 179 participants and $2,769,037 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.8MPlan net assets, end of year$2,769,037
Participants179Covered participants reported
Assets / participant$15.5KComputed: assets ÷ participants$15,469 (computed)
Provider compensation$23.8K2 Schedule C provider row(s)$23,830
- Plan sponsor
- Health Source Mso Inc
- EIN
- 20-3722095
- Plan number
- 001
- Plan type
- 2
- Location
- Alhambra, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 179 | H, C | 20241014142430NAL0053949490001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,769,037
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,769,037
- Net assets (BOY)
- $2,049,103
Income & contributions
- Employer contributions
- $118,251
- Participant contributions
- $369,778
- Total contributions
- $500,470
- Total income / additions
- $888,269
Expenses & distributions
- Benefits paid
- $143,715
- Administrative expenses
- $24,620
- Total expenses
- $168,335
- Net increase / (decrease)
- $719,934
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
24%76%
Employer 24%Participant 76%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $14,648 | not reported in the loaded dataset | 2023 |
| Golden State Wealth Managment | ADVISOR | $9,182 | not reported in the loaded dataset | 2023 |