2023 Form 5500 filing — Union Avenue Healthcare Inc. 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 20241004055847NAL0011027073001) for Union Avenue Healthcare Inc. 401(K) Plan, reported by Union Avenue Healthcare, Inc. under EIN 22-3691170 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.6MReported net assets$17,592,481
Participants419
Provider compensation$103.3K4 Schedule C row(s)$103,336
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004055847NAL0011027073001
Plan sponsor
Union Avenue Healthcare, Inc.
EIN
22-3691170
Plan number
001
Location
Bound Brook, NJ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.6M total assets
Net assets$17.6MLiabilities$1.9K
Money in vs. money out
Total income / additions$4M
Total expenses$576.3K
Benefits paid / distributions$537.3K
Contributions
Employer$345.4K
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,594,419
Total liabilities (EOY)
$1,938
Net assets (EOY)
$17,592,481
Employer contributions
$345,428
Participant contributions
$1,066,609
Total income / additions
$3,959,882
Benefits paid
$537,269
Administrative expenses
$38,977
Total expenses
$576,347
Net increase / (decrease)
$3,383,535
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVIS · Direct $0 · Indirect $64.4K
  2. 2
    Adp, Inc.$21.7K
    RECORD KEEPER · Direct $21.7K · Indirect $0
  3. 3
    ACCOUNTANT · Direct $17.3K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004055847NAL0011027073001 cover?
It is the 2023 Form 5500 filing for Union Avenue Healthcare Inc. 401(K) Plan, reported by Union Avenue Healthcare, Inc. (EIN 22-3691170).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages