2023 Form 5500 filing — Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing 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 20241001144055NAL0003382131001) for Upper Cumberland Otolaryngology Clinic, Pc 401(K) Profit Sharing Plan, reported by Upper Cumberland Otolaryngology Clinic, Pc under EIN 62-1718402 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241001144055NAL0003382131001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upper Cumberland Otolaryngology Clinic, Pc
- EIN
- 62-1718402
- Plan number
- 001
- Location
- Cookeville, TN
- Participants
- 54
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,643,663
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,643,663
- Employer contributions
- $80,845
- Participant contributions
- $143,671
- Total income / additions
- $738,365
- Benefits paid
- $1,829,944
- Administrative expenses
- $198
- Total expenses
- $1,830,142
- Net increase / (decrease)
- -$1,091,777
- Schedule source
- Schedule I