2023 Form 5500 filing — University Pediatricians 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 20241009112812NAL0009149139001) for University Pediatricians 401(K) Profit Sharing Plan, reported by University Pediatricians under EIN 38-3336414 and plan number 002. It reports 638 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009112812NAL0009149139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Pediatricians
- EIN
- 38-3336414
- Plan number
- 002
- Location
- Detroit, MI
- Participants
- 638
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,175,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,175,194
- Employer contributions
- $6,097,871
- Participant contributions
- $3,718,792
- Total income / additions
- $22,547,520
- Benefits paid
- $3,393,380
- Administrative expenses
- $148,456
- Total expenses
- $3,560,359
- Net increase / (decrease)
- $18,987,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | NONE | $96,892 | $0 |
| Flexpath Strategies, LLC | NONE | $37,954 | not reported in the loaded dataset |
| Nfp Retirement Inc. | NONE | $13,393 | not reported in the loaded dataset |