Uwh Of The Carolinas, Pllc 401(K) Retirement Plan — Form 5500 plan (Uwh Of The Carolinas, Pllc)
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, Uwh Of The Carolinas, Pllc 401(K) Retirement Plan is a benefit plan reported by Uwh Of The Carolinas, Pllc under EIN 32-0418835 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,522 participants and $199,485,800 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Uwh Of The Carolinas, Pllc
- EIN
- 32-0418835
- Plan number
- 001
- Plan type
- 2
- Location
- Boca Raton, FL
- Latest filing year
- 2023
- Participants
- 1,522
- End-of-year plan assets
- $199,485,800
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,522 | H, C | 20241010223410NAL0035387824002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $199,485,800
- Total liabilities (EOY)
- $750
- Net assets (EOY)
- $199,485,050
- Net assets (BOY)
- $159,454,316
Income & contributions
- Employer contributions
- $8,904,520
- Participant contributions
- $7,339,379
- Total contributions
- $17,841,242
- Total income / additions
- $44,547,760
Expenses & distributions
- Benefits paid
- $4,260,307
- Administrative expenses
- $224,092
- Total expenses
- $4,517,026
- Net increase / (decrease)
- $40,030,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mvp Plan Administrator'S Inc. | CONTRACT ADMINISTRATOR | $117,281 | not reported in the loaded dataset | 2023 |
| Gordon Asset Management | ADVISOR | $73,934 | not reported in the loaded dataset | 2023 |
| Guardian Wealth Partners Llp | INVESTMENT ADVISOR | $19,334 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $14,543 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Uwh Of The Carolinas, Pllc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Boca Raton, FL
- Mvp Plan Administrator'S Inc. — Schedule C compensation
- Gordon Asset Management — Schedule C compensation
- Guardian Wealth Partners Llp — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation