2023 Form 5500 filing — Ub Family Medicine Inc 401(K) Profit Sharing Plan And Trust
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 20241015104948NAL0055643970001) for Ub Family Medicine Inc 401(K) Profit Sharing Plan And Trust, reported by Ub Family Medicine Inc under EIN 16-1280696 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104948NAL0055643970001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ub Family Medicine Inc
- EIN
- 16-1280696
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,499,447
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,499,447
- Employer contributions
- $314,828
- Participant contributions
- $487,440
- Total income / additions
- $4,387,049
- Benefits paid
- $2,264,552
- Administrative expenses
- $41,523
- Total expenses
- $2,306,075
- Net increase / (decrease)
- $2,080,974
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trg Advisors Inc | ADVISOR | $26,785 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $13,778 | not reported in the loaded dataset |
| John Hancock Retirement Plan Svcs | RETAINED BY PLAN SPONSOR | $100 | $0 |