2023 Form 5500 filing — United Medical Group, LLC Profit Sharing 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240826201309NAL0010090257001) for United Medical Group, LLC Profit Sharing 401(K) Plan, reported by United Medical Group, LLC under EIN 43-1797047 and plan number 001. It reports 33 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,421,643
Participants33
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240826201309NAL0010090257001
Plan sponsor
United Medical Group, LLC
EIN
43-1797047
Plan number
001
Location
Kansas City, KS
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$968.7K
Benefits paid / distributions$967.3K
Contributions
Employer$44.9K
Participant$139.7K
Full reported line items
Total assets (EOY)
$5,421,643
Total liabilities (EOY)
$0
Net assets (EOY)
$5,421,643
Employer contributions
$44,949
Participant contributions
$139,739
Total income / additions
$1,132,784
Benefits paid
$967,303
Administrative expenses
$1,355
Total expenses
$968,658
Net increase / (decrease)
$164,126

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240826201309NAL0010090257001 cover?
It is the 2023 Form 5500 filing for United Medical Group, LLC Profit Sharing 401(K) Plan, reported by United Medical Group, LLC (EIN 43-1797047).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages