Original filing (PDF)20250918104956NAL0001313649001

SHARED MEDICAL SERVICES, INC.

Name: SHARED MEDICAL SERVICES, INC. — SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SHARED MEDICAL SERVICES, INC.

Form 5500

FILING_RECEIVED

SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 3

100% in single holding100% employer stockNo recordkeeper disclosed

Active participants

325

Accounts w/ balance

364

Plan assets (EOY)

$114.3M

Net assets (EOY)

$93.7M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHARED MEDICAL SERVICES, INC..

Plan sponsor

Name

SHARED MEDICAL SERVICES, INC.

EIN

41-1388075

Address

209 LIMESTONE PASS · COTTAGE GROVE, WI · 53527

Phone

(608) 839-9050

Industry

Professional & Technical Servicessee all

Plan administrator

Name

SHARED MEDICAL SERVICES, INC.

EIN

41-1388075

City

COTTAGE GROVE, WI

Phone

(608) 839-9050

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2I · Stock bonus

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

SVA CERTIFIED PUBLIC ACCOUNTANTS SC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $112.1M(98% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Investment in Shared Medical Services, Inc. common stock	—	—	$28.1M	$112.1M	98.0%

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