United Medical Systems 401(K) Profit Sharing Plan And Trust — Form 5500 plan (United Medical Systems (De) Inc.)
Plain-English plan 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, United Medical Systems 401(K) Profit Sharing Plan And Trust is a benefit plan reported by United Medical Systems (De) Inc. under EIN 03-0495549 and plan number 001. The latest loaded filing year is 2023. The filing reports 481 participants and $38,247,052 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Medical Systems (De) Inc.
- EIN
- 03-0495549
- Plan number
- 001
- Plan type
- 2
- Location
- Westborough, MA
- Latest filing year
- 2023
- Participants
- 481
- End-of-year plan assets
- $38,247,052
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 481 | H, C | 20240911070258NAL0008175537001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,247,052
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,247,052
- Net assets (BOY)
- $33,199,435
Income & contributions
- Employer contributions
- $402,357
- Participant contributions
- $1,838,622
- Total contributions
- $2,774,647
- Total income / additions
- $9,743,675
Expenses & distributions
- Benefits paid
- $4,682,194
- Administrative expenses
- $13,841
- Total expenses
- $4,696,058
- Net increase / (decrease)
- $5,047,617
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $8,341 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $5,500 | $0 | 2023 |