Electrostim Medical Services, Inc. Safe Harbor 401(K) Plan — Form 5500 plan (Electrostim 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, Electrostim Medical Services, Inc. Safe Harbor 401(K) Plan is a benefit plan reported by Electrostim Medical Services, Inc. under EIN 59-3323767 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $20,647,879 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Electrostim Medical Services, Inc.
- EIN
- 59-3323767
- Plan number
- 001
- Plan type
- 2
- Location
- Tampa, FL
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $20,647,879
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20250203135628NAL0007016225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,647,879
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,647,879
- Net assets (BOY)
- $17,850,666
Income & contributions
- Employer contributions
- $516,127
- Participant contributions
- $990,809
- Total contributions
- $1,507,889
- Total income / additions
- $4,580,856
Expenses & distributions
- Benefits paid
- $1,697,108
- Administrative expenses
- $86,535
- Total expenses
- $1,783,643
- Net increase / (decrease)
- $2,797,213
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $86,534 | $0 | 2023 |
| Psi Advisors LLC | INVESTMENT ADVISORY | $0 | $24,145 | 2023 |
| Principal Securities Inc | OTHER SERVICES | $0 | $22,366 | 2023 |
| Janet A. Panebianco, Cpa, Pllc | OTHER SERVICES | $0 | $9,319 | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Electrostim Medical Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tampa, FL
- Principal Life Insurance Company — Schedule C compensation
- Psi Advisors LLC — Schedule C compensation
- Principal Securities Inc — Schedule C compensation
- Janet A. Panebianco, Cpa, Pllc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation