2023 Form 5500 filing — Ummh 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 20241014114602NAL0044367664001) for Ummh 401(K) Plan, reported by United Methodist Memorial Home under EIN 35-0877581 and plan number 001. It reports 403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114602NAL0044367664001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Methodist Memorial Home
- EIN
- 35-0877581
- Plan number
- 001
- Location
- Warren, IN
- Participants
- 403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,414,303
- Total liabilities (EOY)
- $10,978
- Net assets (EOY)
- $6,403,325
- Employer contributions
- $217,395
- Participant contributions
- $398,987
- Total income / additions
- $1,781,057
- Benefits paid
- $1,593,658
- Administrative expenses
- $46,491
- Total expenses
- $1,640,149
- Net increase / (decrease)
- $140,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $21,175 | $1,622 |
| Lji Wealth Management, LLC | INVESTMENT SERVICES | $15,985 | not reported in the loaded dataset |
| American Pension Advisors, Ltd | TPA | $9,331 | not reported in the loaded dataset |