Service Provider
ANDERSON & WELLS P.C.
6 companies • 8 plans • 32 filings • Latest year 2024
AccountantDisclaimer of opinionQualified opinionService providerUnqualified opinionAccounting
Total Direct Compensation
$19,500
0.00% of tracked asset basis
Tracked Asset Basis
$935,101,172
Companies
6
Companies
| Company | EIN | Filings | Plans | Latest Year | Direct Compensation | Fee % | Asset Basis |
|---|---|---|---|---|---|---|---|
| Hargrove & Associates Inc. | 72-1352530 | 5 | 2 | 2017 | $19,500 | 0.01% | $185,317,092 |
| SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | 63-0904463 | 8 | 1 | 2024 | - | - | $86,882,101 |
| Southern Medical Health Systems Inc. | 63-0885975 | 16 | 2 | 2020 | - | - | $653,214,040 |
| Home Nursing Services Inc. | 63-0889034 | 1 | 1 | 1999 | - | - | $8,658,627 |
| Saad Enterprises Inc. | 63-1175115 | 1 | 1 | 1999 | - | - | $49,763 |
| Saad Medical Management | 63-0875276 | 1 | 1 | 1999 | - | - | $979,551 |
Filings
| Year | Company | Plan | Roles | Services | Direct Compensation | Fee % | Asset Basis | Filing |
|---|---|---|---|---|---|---|---|---|
| 2024 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Unqualified opinion | - | - | - | $13,702,986 | View filing |
| 2023 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Unqualified opinion | - | - | - | $12,095,520 | View filing |
| 2023 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Unqualified opinion | - | - | - | $12,095,520 | View filing |
| 2022 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Unqualified opinion | - | - | - | $12,090,976 | View filing |
| 2021 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Unqualified opinion | - | - | - | $11,905,324 | View filing |
| 2020 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $69,280,163 | View filing |
| 2020 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Disclaimer of opinion | - | - | - | $10,183,842 | View filing |
| 2019 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Disclaimer of opinion | - | - | - | $8,060,319 | View filing |
| 2019 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $60,772,119 | View filing |
| 2018 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $56,446,927 | View filing |
| 2018 | SAAD ENTERPRISES, INC. VOLUNTARY EMPLOYEES | Home Nursing Services Inc Money Purchase Pension Plan and Affiliated Plans | Accountant • Disclaimer of opinion | - | - | - | $6,747,616 | View filing |
| 2017 | Hargrove & Associates Inc. | Hargrove & Associates Inc. Employee Stock Ownership Plan | Service provider | Accounting | $19,500 | 0.06% | $30,630,547 | View filing |
| 2017 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $54,115,770 | View filing |
| 2016 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $49,235,390 | View filing |
| 2016 | Hargrove & Associates Inc. | Hargrove & Associates Inc. 401K Plan and Trust | Accountant • Qualified opinion | - | - | - | $40,895,214 | View filing |
| 2016 | Hargrove & Associates Inc. | Hargrove & Associates Inc. 401K Plan and Trust | Accountant • Qualified opinion | - | - | - | $40,895,214 | View filing |
| 2016 | Hargrove & Associates Inc. | Hargrove & Associates Inc. 401K Plan and Trust | Accountant • Qualified opinion | - | - | - | $40,895,214 | View filing |
| 2015 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $47,604,219 | View filing |
| 2015 | Hargrove & Associates Inc. | Hargrove & Associates Inc. 401K Plan and Trust | Accountant • Qualified opinion | - | - | - | $32,000,903 | View filing |
| 2014 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $46,213,938 | View filing |
| 2013 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $41,855,917 | View filing |
| 2012 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $37,911,179 | View filing |
| 2012 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $37,911,179 | View filing |
| 2011 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $37,865,140 | View filing |
| 2010 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $36,706,063 | View filing |
| 2009 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant • Disclaimer of opinion | - | - | - | $32,002,271 | View filing |
| 1999 | Saad Medical Management | Home Nursing Services Inc. Money Purchase Plan | Accountant | - | - | - | $979,551 | View filing |
| 1999 | Home Nursing Services Inc. | Home Nursing Services Inc. Money Purchase Plan | Accountant | - | - | - | $8,658,627 | View filing |
| 1999 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Medical & Dental Plan | Accountant | - | - | - | $100,763 | View filing |
| 1999 | Saad Enterprises Inc. | Saad Enterprises Inc. Voluntary Employee Benefit Plan - Dental | Accountant | - | - | - | $49,763 | View filing |
| 1999 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant | - | - | - | $22,596,503 | View filing |
| 1999 | Southern Medical Health Systems Inc. | Southern Medical Health Systems Inc. Employees Retirement Savings Plan | Accountant | - | - | - | $22,596,503 | View filing |