2023 Form 5500 filing — United Medical Systems 401(K) Profit Sharing Plan And Trust
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 20240911070258NAL0008175537001) for United Medical Systems 401(K) Profit Sharing Plan And Trust, reported by United Medical Systems (De) Inc. under EIN 03-0495549 and plan number 001. It reports 481 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911070258NAL0008175537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Medical Systems (De) Inc.
- EIN
- 03-0495549
- Plan number
- 001
- Location
- Westborough, MA
- Participants
- 481
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,247,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,247,052
- Employer contributions
- $402,357
- Participant contributions
- $1,838,622
- Total income / additions
- $9,743,675
- Benefits paid
- $4,682,194
- Administrative expenses
- $13,841
- Total expenses
- $4,696,058
- Net increase / (decrease)
- $5,047,617
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,341 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $5,500 | $0 |