Shared Medical Services Employee Stock Ownership Plan — Form 5500 plan (Shared Medical Services, 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, Shared Medical Services Employee Stock Ownership Plan is a benefit plan reported by Shared Medical Services, Inc. under EIN 41-1388075 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $85,681,598 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Shared Medical Services, Inc.
- EIN
- 41-1388075
- Plan number
- 002
- Plan type
- 2
- Location
- Cottage Grove, WI
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $85,681,598
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H | 20240917103723NAL0002659009001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $85,681,598
- Total liabilities (EOY)
- $21,931,207
- Net assets (EOY)
- $63,750,391
- Net assets (BOY)
- $47,808,082
Income & contributions
- Employer contributions
- $2,276,800
- Total contributions
- $2,276,800
- Total income / additions
- $18,306,546
Expenses & distributions
- Benefits paid
- $1,306,207
- Administrative expenses
- $0
- Total expenses
- $2,364,237
- Net increase / (decrease)
- $15,942,309
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.