Unity House Of Cayuga County, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Unity House Of Cayuga County, 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, Unity House Of Cayuga County, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Unity House Of Cayuga County, Inc. under EIN 16-1081372 and plan number 001. The latest loaded filing year is 2023. The filing reports 317 participants and $10,108,608 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity House Of Cayuga County, Inc.
EIN
16-1081372
Plan number
001
Plan type
2
Location
Auburn, NY
Latest filing year
2023
Participants
317
End-of-year plan assets
$10,108,608

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023317H, C20240904093153NAL0036118768001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,108,608
Total liabilities (EOY)
$0
Net assets (EOY)
$10,108,608
Net assets (BOY)
$8,660,227

Income & contributions

Employer contributions
$276,632
Participant contributions
$695,354
Total contributions
$971,986
Total income / additions
$2,472,452

Expenses & distributions

Benefits paid
$945,484
Administrative expenses
$76,944
Total expenses
$1,024,071
Net increase / (decrease)
$1,448,381

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$45,812$02023
Wells Fargo Clearing Services LLCADVISOR$31,132not reported in the loaded dataset2023

Related Form 5500 pages