2023 Form 5500 filing — Upstate Community Medical, Pc 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 20241015140013NAL0016559971001) for Upstate Community Medical, Pc 401(K) Plan, reported by Upstate Community Medical, Pc under EIN 20-3889761 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140013NAL0016559971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Upstate Community Medical, Pc
- EIN
- 20-3889761
- Plan number
- 001
- Location
- Syracuse, NY
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,500,819
- Net assets (EOY)
- $11,500,819
- Employer contributions
- $432,936
- Participant contributions
- $931,386
- Total income / additions
- $3,596,051
- Benefits paid
- $1,015,181
- Administrative expenses
- $51,818
- Total expenses
- $1,066,999
- Net increase / (decrease)
- $2,529,052
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $26,869 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | INVESTMENT ADV ISORY - PL | $19,878 | not reported in the loaded dataset |
| Commonwealth Financial Network | INVESTMENT ADVISORY - PL | $4,282 | not reported in the loaded dataset |
| Actuarial Pension Analysts, Inc. | RECORDKEEPER | $500 | not reported in the loaded dataset |