Unity House Of Troy, Inc. 403b Dc Plan And Tda Plan — Form 5500 plan (Unity House Of Troy, 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 Troy, Inc. 403b Dc Plan And Tda Plan is a benefit plan reported by Unity House Of Troy, Inc. under EIN 23-2378930 and plan number 001. The latest loaded filing year is 2023. The filing reports 699 participants and $23,356,863 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Unity House Of Troy, Inc.
EIN
23-2378930
Plan number
001
Plan type
2
Location
Troy, NY
Latest filing year
2023
Participants
699
End-of-year plan assets
$23,356,863

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023699H, C20240923111855NAL0020292112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,356,863
Total liabilities (EOY)
$0
Net assets (EOY)
$23,356,863
Net assets (BOY)
$20,156,073

Income & contributions

Employer contributions
$450,608
Participant contributions
$423,822
Total contributions
$998,567
Total income / additions
$4,764,576

Expenses & distributions

Benefits paid
$1,497,185
Administrative expenses
$66,601
Total expenses
$1,563,786
Net increase / (decrease)
$3,200,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mm Wealth ManagementADVISOR$40,636not reported in the loaded dataset2023
The Vanguard Group, Inc.RECORDKEEPER$23,249$02023
TiaaRECORDKEEPER$371$02023

Related Form 5500 pages