Delta Health Systems 401(K) Profit Sharing Plan — Form 5500 plan (Wm. Michael Stemler, Inc. Dba Delta Health Systems)
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, Delta Health Systems 401(K) Profit Sharing Plan is a benefit plan reported by Wm. Michael Stemler, Inc. Dba Delta Health Systems under EIN 94-2353289 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $10,596,706 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wm. Michael Stemler, Inc. Dba Delta Health Systems
- EIN
- 94-2353289
- Plan number
- 001
- Plan type
- 2
- Location
- Stockton, CA
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $10,596,706
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | H, C | 20241009160938NAL0019603105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,596,706
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,596,706
- Net assets (BOY)
- $7,642,256
Income & contributions
- Employer contributions
- $207,989
- Participant contributions
- $395,360
- Total contributions
- $2,114,952
- Total income / additions
- $3,399,836
Expenses & distributions
- Benefits paid
- $327,818
- Administrative expenses
- $28,968
- Total expenses
- $445,386
- Net increase / (decrease)
- $2,954,450
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $16,870 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $6,792 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $5,286 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wm. Michael Stemler, Inc. Dba Delta Health Systems
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Stockton, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation