Advantis 401(K) Plan — Form 5500 plan (Advantis Medical Staffing, LLC)

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, Advantis 401(K) Plan is a benefit plan reported by Advantis Medical Staffing, LLC under EIN 82-5164820 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,832 participants and $4,198,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Advantis Medical Staffing, LLC
EIN
82-5164820
Plan number
001
Plan type
2
Location
Mill Valley, CA
Latest filing year
2023
Participants
1,832
End-of-year plan assets
$4,198,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,832H, C20240911162923NAL0016452978001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,198,341
Total liabilities (EOY)
$0
Net assets (EOY)
$4,198,341
Net assets (BOY)
$2,553,298

Income & contributions

Employer contributions
$0
Participant contributions
$1,645,447
Total contributions
$1,746,605
Total income / additions
$2,303,822

Expenses & distributions

Benefits paid
$635,476
Administrative expenses
$4,250
Total expenses
$658,779
Net increase / (decrease)
$1,645,043

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ubs Financial Services IncFINANCIAL ADVISOR$0$16,6972023

Related Form 5500 pages