Unified Women'S Healthcare, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Unified Women'S Healthcare, LLC)
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, Unified Women'S Healthcare, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Unified Women'S Healthcare, LLC under EIN 26-3930592 and plan number 001. The latest loaded filing year is 2023. The filing reports 745 participants and $37,403,096 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Unified Women'S Healthcare, LLC
- EIN
- 26-3930592
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 745
- End-of-year plan assets
- $37,403,096
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 745 | H, C | 20241011184900NAL0022544209001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,403,096
- Total liabilities (EOY)
- $8,461
- Net assets (EOY)
- $37,394,635
- Net assets (BOY)
- $14,846,056
Income & contributions
- Employer contributions
- $2,135,620
- Participant contributions
- $4,459,764
- Total contributions
- $7,039,337
- Total income / additions
- $11,682,637
Expenses & distributions
- Benefits paid
- $5,033,549
- Administrative expenses
- $112,428
- Total expenses
- $5,153,840
- Net increase / (decrease)
- $6,528,797
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvp Plan Administrators, Inc | CONTRACT ADMINISTRATOR | $85,902 | not reported in the loaded dataset | 2023 |
| Gordon Asset Management | ADVISOR | $18,750 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $7,566 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Unified Women'S Healthcare, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Mvp Plan Administrators, Inc — Schedule C compensation
- Gordon Asset Management — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation