2023 Form 5500 filing — University Pediatric Associates Retirement 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 20241014114144NAL0014860019001) for University Pediatric Associates Retirement Plan, reported by University Pediatric Associates, Inc. under EIN 16-1238821 and plan number 002. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114144NAL0014860019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- University Pediatric Associates, Inc.
- EIN
- 16-1238821
- Plan number
- 002
- Location
- Buffalo, NY
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,857,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,857,058
- Employer contributions
- $617,271
- Participant contributions
- $0
- Total income / additions
- $6,317,153
- Benefits paid
- $1,130,874
- Administrative expenses
- $29,532
- Total expenses
- $1,160,406
- Net increase / (decrease)
- $5,156,747
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| P&A Retirement Plan Services,Inc | NONE | $14,013 | not reported in the loaded dataset |
| Trg Advisors,Inc | NONE | $13,088 | not reported in the loaded dataset |
| Tiaa | NONE | $1,326 | $0 |