San Luis Ambulance Service, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (San Luis Ambulance Service, 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, San Luis Ambulance Service, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by San Luis Ambulance Service, Inc. under EIN 95-2999699 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $23,284,525 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
San Luis Ambulance Service, Inc.
EIN
95-2999699
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
141
End-of-year plan assets
$23,284,525

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20250702121134NAL0032944130001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,284,525
Total liabilities (EOY)
$0
Net assets (EOY)
$23,284,525
Net assets (BOY)
$18,507,058

Income & contributions

Employer contributions
$424,960
Participant contributions
$767,986
Total contributions
$1,192,946
Total income / additions
$5,983,983

Expenses & distributions

Benefits paid
$1,128,248
Administrative expenses
$78,268
Total expenses
$1,206,516
Net increase / (decrease)
$4,777,467

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncADVISOR$50,286not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$24,607$02023

Related Form 5500 pages