Universal Mental Health Services, Inc. 401(K) Plan — Form 5500 plan (Universal Mental Health Services, 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, Universal Mental Health Services, Inc. 401(K) Plan is a benefit plan reported by Universal Mental Health Services, Inc. under EIN 14-1877453 and plan number 001. The latest loaded filing year is 2023. The filing reports 392 participants and $1,247,875 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Universal Mental Health Services, Inc.
EIN
14-1877453
Plan number
001
Plan type
2
Location
Lenoir, NC
Latest filing year
2023
Participants
392
End-of-year plan assets
$1,247,875

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023392H, C20241002101825NAL0004713683001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,247,875
Total liabilities (EOY)
$0
Net assets (EOY)
$1,247,875
Net assets (BOY)
$912,773

Income & contributions

Employer contributions
$110,942
Participant contributions
$231,154
Total contributions
$342,096
Total income / additions
$488,610

Expenses & distributions

Benefits paid
$137,762
Administrative expenses
$15,746
Total expenses
$153,508
Net increase / (decrease)
$335,102

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
July Business Services, LLCRECORDKEEPER$10,206not reported in the loaded dataset2023
Nfp RetirementINVESTMENT ADVISOR$5,540not reported in the loaded dataset2023

Related Form 5500 pages