Upstate Community Medical, Pc 401(K) Plan — Form 5500 plan (Upstate Community Medical, Pc)
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, Upstate Community Medical, Pc 401(K) Plan is a benefit plan reported by Upstate Community Medical, Pc under EIN 20-3889761 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $11,500,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Upstate Community Medical, Pc
- EIN
- 20-3889761
- Plan number
- 001
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
- Participants
- 158
- End-of-year plan assets
- $11,500,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 158 | H, C | 20241015140013NAL0016559971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,500,819
- Net assets (EOY)
- $11,500,819
- Net assets (BOY)
- $8,971,767
Income & contributions
- Employer contributions
- $432,936
- Participant contributions
- $931,386
- Total contributions
- $1,993,928
- Total income / additions
- $3,596,051
Expenses & distributions
- Benefits paid
- $1,015,181
- Administrative expenses
- $51,818
- Total expenses
- $1,066,999
- Net increase / (decrease)
- $2,529,052
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $26,869 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADV ISORY - PL | $19,878 | not reported in the loaded dataset | 2023 |
| Commonwealth Financial Network | INVESTMENT ADVISORY - PL | $4,282 | not reported in the loaded dataset | 2023 |
| Actuarial Pension Analysts, Inc. | RECORDKEEPER | $500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Upstate Community Medical, Pc
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Commonwealth Financial Network — Schedule C compensation
- Actuarial Pension Analysts, Inc. — Schedule C compensation